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Ategra Capital Management’s Citizens Community Bancorp CZWI Stock Holding History

Ategra Capital Management’s Portfolio CZWI Stock Details CZWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,430
Closed -$119K – 94
2023
Q2 		$119K Buy
+13,430
New +$123K 0.06% 91

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Vanguard Group
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Ategra Capital Management's CZWI Position: Q3 2023 in Review

Ategra Capital Management sold out of Citizens Community Bancorp (CZWI) in Q3 2023, closing a stake of 13,430 shares — an estimated $119K sold.

Ategra Capital Management first reported a position in CZWI in Q2 2023 and held it in 1 quarter. The position peaked at $119K in Q2 2023. 34 funds tracked by Wall St. Rank hold CZWI as of Q3 2023.

  • Ategra Capital Management reported no remaining Citizens Community Bancorp position as of Q3 2023 after selling out during the quarter.
  • Ategra Capital Management sold 13,430 Citizens Community Bancorp shares in Q3 2023, an estimated $119K.
  • Ategra Capital Management first reported a position in Citizens Community Bancorp in Q2 2023 and held it in 1 quarter.
  • Ategra Capital Management's Citizens Community Bancorp position peaked at $119K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2023.

Based on Ategra Capital Management's 13F filing for Q3 2023, filed 14 Feb 2025.