TWD
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True Wealth Design’s Citizens Financial Group CFG Stock Holding History

True Wealth Design’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.64K Sell
59
-2,873
-98% -$129K ﹤0.01% 1062
2025
Q1 		$120K Buy
2,932
+42
+1% +$1.72K 0.05% 70
2024
Q4 		$126K Buy
2,890
+275
+11% +$12K 0.05% 48
2024
Q3 		$107K Buy
+2,615
New +$107K 0.04% 56