Planned Solutions’s Citizens Financial Group CFG Stock Holding History

Planned Solutions’s Portfolio CFG Stock Details CFG Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$201K	Buy
2024 Q4	–	Sell
2024 Q3	$138K	Buy
2024 Q1	–	Sell
2023 Q4	$111K	Buy
2021 Q1	–	Sell
2020 Q4	$79K	Hold
2020 Q3	$56K	Buy