Strategic Wealth Partners’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	$9.71K	Buy	+217	New	+$9.71K	﹤0.01%	788
2019 Q4	–	Sell	-100	Closed	-$3.54K	–	188
2019 Q3	$3.54K	Hold	100	–	–	0.02%	190
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	658
2019 Q1	$3K	Buy	+100	New	+$3K	﹤0.01%	693