Beese Fulmer Investment Management’s Civista Bancshares CIVB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.85M	Sell	166,085 -1,299	-0.8%	-$30.1K	0.29%	75
2025 Q1	$3.27M	Sell	167,384 -9,297	-5%	-$182K	0.28%	69
2024 Q4	$3.72M	Hold	176,681	–	–	0.32%	67
2024 Q3	$3.15M	Sell	176,681 -4,900	-3%	-$87.3K	0.27%	70
2024 Q2	$2.81M	Sell	181,581 -1,000	-0.5%	-$15.5K	0.26%	72
2024 Q1	$2.81M	Sell	182,581 -3,989	-2%	-$61.4K	0.26%	73
2023 Q4	$3.44M	Sell	186,570 -2,739	-1%	-$50.5K	0.36%	62
2023 Q3	$2.93M	Sell	189,309 -3,200	-2%	-$49.6K	0.33%	67
2023 Q2	$3.35M	Sell	192,509 -1,500	-0.8%	-$26.1K	0.36%	65
2023 Q1	$3.27M	Sell	194,009 -1,250	-0.6%	-$21.1K	0.37%	66
2022 Q4	$4.3M	Sell	195,259 -1,479	-0.8%	-$32.6K	0.52%	57
2022 Q3	$4.08M	Sell	196,738 -7,397	-4%	-$154K	0.55%	55
2022 Q2	$4.34M	Sell	204,135 -2,700	-1%	-$57.4K	0.56%	55
2022 Q1	$4.99M	Sell	206,835 -3,309	-2%	-$79.8K	0.54%	56
2021 Q4	$5.13M	Sell	210,144 -3,280	-2%	-$80K	0.53%	55
2021 Q3	$4.96M	Sell	213,424 -5,518	-3%	-$128K	0.56%	52
2021 Q2	$4.84M	Sell	218,942 -4,992	-2%	-$110K	0.55%	53
2021 Q1	$5.14M	Sell	223,934 -9,491	-4%	-$218K	0.62%	53
2020 Q4	$4.09M	Sell	233,425 -3,852	-2%	-$67.5K	0.52%	57
2020 Q3	$2.97M	Sell	237,277 -10,663	-4%	-$134K	0.42%	69
2020 Q2	$3.82M	Sell	247,940 -26,075	-10%	-$402K	0.56%	60
2020 Q1	$4.1M	Sell	274,015 -7,442	-3%	-$111K	0.73%	52
2019 Q4	$6.76M	Sell	281,457 -1,487	-0.5%	-$35.7K	0.95%	42
2019 Q3	$6.15M	Buy	+282,944	New	+$6.15M	0.92%	39