CAPTRUST Financial Advisors’s Citizens & Northern Corp CZNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,052
| Closed | -$203K | – | 2285 |
|
|
2023
Q4 | $203K | Buy |
+9,052
| New | +$203K | ﹤0.01% | 2392 |
|
|
2023
Q1 | – | Sell |
-9,252
| Closed | -$212K | – | 2330 |
|
|
2022
Q4 | $212K | Sell |
9,252
-695
| -7% | -$15.9K | ﹤0.01% | 1914 |
|
|
2022
Q3 | $241K | Buy |
9,947
+9,750
| +4,949% | +$236K | ﹤0.01% | 1701 |
|
|
2022
Q2 | $5K | Hold |
197
| – | – | ﹤0.01% | 4070 |
|
|
2022
Q1 | $5K | Sell |
197
-50
| -20% | -$1.27K | ﹤0.01% | 4143 |
|
|
2021
Q4 | $6K | Sell |
247
-8
| -3% | -$194 | ﹤0.01% | 3974 |
|
|
2021
Q3 | $6K | Buy |
255
+10
| +4% | +$235 | ﹤0.01% | 3859 |
|
|
2021
Q2 | $6K | Sell |
245
-10
| -4% | -$245 | ﹤0.01% | 3773 |
|
|
2021
Q1 | $6K | Sell |
255
-10,125
| -98% | -$238K | ﹤0.01% | 3645 |
|
|
2020
Q4 | $206K | Buy |
+10,380
| New | +$206K | ﹤0.01% | 1169 |
|