Number of Shares
335,053.00
Current Holdings Value*
$14.99 Mil
% of Portfolio
0.86%
Total Estimate Gain
$2.43 Mil
% of Total Estimate Gain
17.03%

Sound Income Strategies, LLC's Citizens Financial Group Inc Holding Summary

As of 2025-06-30, Sound Income Strategies, LLC held 335,053.00 shares of Citizens Financial Group Inc(CFG), totaling $14.99 Mil. This investment constitutes 0.86% of their stock portfolio, and Sound Income Strategies, LLC now holds 0.08% of the outstanding Citizens Financial Group Inc(CFG) stock.

The initial trade took place in 2018Q2. And since then Sound Income Strategies, LLC has made 9 purchases of CFG, at an average price of $42.64, for a total of 335,175.00 shares. In addition, there have been 4 sales at an average price of $30.08 for 122.00 shares. Based on historical transaction data and CFG's current price of $49.91, Sound Income Strategies, LLC's estimated gain on his CFG holdings is $2.43 Mil, reflecting a 17.03% gain to date.

Sound Income Strategies, LLC CFG ($49.91) Holding Chart

Sound Income Strategies, LLC CFG ($49.91) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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