Bank of New York Mellon’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
Q2 | $796K | Buy |
13,553
+512
| +4% | +$30.1K | ﹤0.01% | 3228 |
|
|
2025
Q1 | $750K | Sell |
13,041
-620
| -5% | -$35.6K | ﹤0.01% | 3204 |
|
|
2024
Q4 | $856K | Sell |
13,661
-6,499
| -32% | -$407K | ﹤0.01% | 3229 |
|
|
2024
Q3 | $1.17M | Sell |
20,160
-3,839
| -16% | -$223K | ﹤0.01% | 3040 |
|
|
2024
Q2 | $1.07M | Buy |
23,999
+4,217
| +21% | +$188K | ﹤0.01% | 3157 |
|
|
2024
Q1 | $954K | Sell |
19,782
-811
| -4% | -$39.1K | ﹤0.01% | 3172 |
|
|
2023
Q4 | $1.31M | Buy |
20,593
+6,070
| +42% | +$385K | ﹤0.01% | 3047 |
|
|
2023
Q3 | $682K | Sell |
14,523
-299
| -2% | -$14K | ﹤0.01% | 3390 |
|
|
2023
Q2 | $1.08M | Buy |
14,822
+11,729
| +379% | +$856K | ﹤0.01% | 3149 |
|
|
2023
Q1 | $251K | Buy |
+3,093
| New | +$251K | ﹤0.01% | 3819 |
|