Allworth Financial’s Citizens Financial Services CZFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-206	Closed	-$12.2K	–	4082
2024 Q4	$12.2K	Hold	206	–	–	﹤0.01%	2351
2024 Q3	$12K	Buy	+206	New	+$12K	﹤0.01%	2187