Center for Financial Planning’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 | $13.8K | Hold |
1,000
| – | – | ﹤0.01% | 431 |
|
|
2025
Q1 | $14.4K | Hold |
1,000
| – | – | ﹤0.01% | 431 |
|
|
2024
Q4 | $16.3K | Hold |
1,000
| – | – | ﹤0.01% | 366 |
|
|
2024
Q3 | $14.2K | Hold |
1,000
| – | – | ﹤0.01% | 366 |
|
|
2024
Q2 | $11.6K | Hold |
1,000
| – | – | ﹤0.01% | 378 |
|
|
2024
Q1 | $12.2K | Hold |
1,000
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $11.7K | Hold |
1,000
| – | – | ﹤0.01% | 349 |
|
|
2023
Q3 | $9.6K | Hold |
1,000
| – | – | ﹤0.01% | 361 |
|
|
2023
Q2 | $8.85K | Hold |
1,000
| – | – | ﹤0.01% | 394 |
|
|
2023
Q1 | $10.6K | Hold |
1,000
| – | – | ﹤0.01% | 354 |
|
|
2022
Q4 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 335 |
|
|
2022
Q2 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 326 |
|
|
2022
Q1 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 334 |
|
|
2021
Q4 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 345 |
|
|
2021
Q3 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 327 |
|
|
2021
Q2 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 332 |
|
|
2021
Q1 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 361 |
|
|
2020
Q4 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 332 |
|
|
2020
Q3 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 334 |
|
|
2020
Q2 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 334 |
|
|
2020
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 385 |
|
|
2019
Q4 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 296 |
|