Poinciana Advisors Group’s Citizens Financial Group CFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$250K	Sell	5,585 -1,480	-21%	-$66.2K	0.23%	95
2025 Q1	$289K	Sell	7,065 -28	-0.4%	-$1.15K	0.3%	57
2024 Q4	$310K	Buy	+7,093	New	+$310K	0.31%	53