Bank of New York Mellon’s Citizens Community Bancorp CZWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
+28,201
| New | +$389K | ﹤0.01% | 3629 |
|
|
2024
Q1 | – | Sell |
-12,437
| Closed | -$146K | – | 4186 |
|
|
2023
Q4 | $146K | Sell |
12,437
-20,413
| -62% | -$239K | ﹤0.01% | 4019 |
|
|
2023
Q3 | $315K | Sell |
32,850
-226
| -0.7% | -$2.17K | ﹤0.01% | 3778 |
|
|
2023
Q2 | $293K | Sell |
33,076
-492
| -1% | -$4.35K | ﹤0.01% | 3833 |
|
|
2023
Q1 | $356K | Sell |
33,568
-393
| -1% | -$4.17K | ﹤0.01% | 3670 |
|
|
2022
Q4 | $409K | Sell |
33,961
-1,454
| -4% | -$17.5K | ﹤0.01% | 3650 |
|
|
2022
Q3 | $431K | Buy |
35,415
+221
| +0.6% | +$2.69K | ﹤0.01% | 3652 |
|
|
2022
Q2 | $487K | Buy |
35,194
+1,198
| +4% | +$16.6K | ﹤0.01% | 3610 |
|
|
2022
Q1 | $513K | Buy |
33,996
+657
| +2% | +$9.91K | ﹤0.01% | 3687 |
|
|
2021
Q4 | $459K | Buy |
+33,339
| New | +$459K | ﹤0.01% | 3860 |
|
|
2018
Q1 | – | Sell |
-10,375
| Closed | -$140K | – | 4314 |
|
|
2017
Q4 | $140K | Sell |
10,375
-330
| -3% | -$4.45K | ﹤0.01% | 4004 |
|
|
2017
Q3 | $149K | Hold |
10,705
| – | – | ﹤0.01% | 3929 |
|
|
2017
Q2 | $150K | Sell |
10,705
-126
| -1% | -$1.77K | ﹤0.01% | 3954 |
|
|
2017
Q1 | $150K | Hold |
10,831
| – | – | ﹤0.01% | 3941 |
|
|
2016
Q4 | $135K | Sell |
10,831
-14
| -0.1% | -$174 | ﹤0.01% | 3969 |
|
|
2016
Q3 | $121K | Sell |
10,845
-198
| -2% | -$2.21K | ﹤0.01% | 3997 |
|
|
2016
Q2 | $114K | Buy |
+11,043
| New | +$114K | ﹤0.01% | 4032 |
|