Strategic Investment Advisors’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	$1.6M	Sell	35,962 -2,884	-7%	-$129K	0.16%	71
2025 Q1	$1.59M	Buy	+38,846	New	+$1.59M	0.17%	74
2020 Q1	–	Sell	-6,203	Closed	-$252K	–	150
2019 Q4	$252K	Buy	+6,203	New	+$252K	0.1%	147