Beam Wealth Advisors’s Citizens Holding Co. CIZN Stock Holding History

Beam Wealth Advisors’s Portfolio CIZN Stock Details CIZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,926	Closed	-$125K	–	107
2023 Q3	$125K	Hold	11,926	–	–	0.09%	95
2023 Q2	$146K	Sell	11,926 -99	-0.8%	-$1.24K	0.1%	104
2023 Q1	$145K	Hold	12,025	–	–	0.15%	97
2022 Q4	$165K	Hold	12,025	–	–	0.17%	100
2022 Q3	$184K	Hold	12,025	–	–	0.2%	99
2022 Q2	$217K	Hold	12,025	–	–	0.24%	96
2022 Q1	$233K	Hold	12,025	–	–	0.27%	80
2021 Q4	$225K	Hold	12,025	–	–	0.26%	81
2021 Q3	$228K	Hold	12,025	–	–	0.2%	125
2021 Q2	$222K	Hold	12,025	–	–	0.19%	125
2021 Q1	$239K	Hold	12,025	–	–	0.21%	115
2020 Q4	$252K	Hold	12,025	–	–	0.24%	102
2020 Q3	$270K	Buy	12,025 +5	+0%	+$108	0.25%	103
2020 Q2	$293K	Sell	12,020 -850	-7%	-$19K	0.29%	97
2020 Q1	$259K	Hold	12,870	–	–	0.26%	115
2019 Q4	$282K	Buy	+12,870	New	+$272K	0.26%	113

Other funds holding CIZN

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Beam Wealth Advisors's CIZN Position: Q4 2023 in Review

Beam Wealth Advisors sold out of Citizens Holding Co. (CIZN) in Q4 2023, closing a stake of 11,926 shares — an estimated $125K sold.

Beam Wealth Advisors first reported a position in CIZN in Q4 2019 and held it in 16 quarters. The position peaked at $293K in Q2 2020. 4 funds tracked by Wall St. Rank hold CIZN as of Q4 2023.

Beam Wealth Advisors reported no remaining Citizens Holding Co. position as of Q4 2023 after selling out during the quarter.
Beam Wealth Advisors sold 11,926 Citizens Holding Co. shares in Q4 2023, an estimated $125K.
Beam Wealth Advisors first reported a position in Citizens Holding Co. in Q4 2019 and held it in 16 quarters.
Beam Wealth Advisors's Citizens Holding Co. position peaked at $293K in Q2 2020.
4 funds tracked by Wall St. Rank held Citizens Holding Co. as of Q4 2023.

Based on Beam Wealth Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.