Venturi Wealth Management’s Citizens Financial Group CFG Stock Holding History

Venturi Wealth Management’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$238K	Buy
2025 Q1	–	Sell
2024 Q4	$153K	Sell
2024 Q3	$167K	Buy
2024 Q2	$53.4K	Buy
2024 Q1	$18.5K	Buy
2023 Q4	$12.1K	Sell
2023 Q3	$11.3K	Buy
2023 Q2	$7.33K	Sell
2023 Q1	$13.7K	Buy