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Whipplewood Advisors’s Citizens Financial Group CFG Stock Holding History

Whipplewood Advisors’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 		$5.59K Buy
125
+72
+136% +$3.22K ﹤0.01% 675
2025
Q1 		$5.12K Sell
53
-131
-71% -$12.7K ﹤0.01% 695
2024
Q4 		$8.05K Buy
+184
New +$8.05K ﹤0.01% 590