Charles Schwab’s Citizens Financial Services CZFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
37,323
+605
| +2% | +$35.5K | ﹤0.01% | 2637 |
|
|
2025
Q1 | $2.11M | Sell |
36,718
-112
| -0.3% | -$6.44K | ﹤0.01% | 2600 |
|
|
2024
Q4 | $2.31M | Buy |
36,830
+1,877
| +5% | +$118K | ﹤0.01% | 2630 |
|
|
2024
Q3 | $2.03M | Sell |
34,953
-880
| -2% | -$51.2K | ﹤0.01% | 2701 |
|
|
2024
Q2 | $1.59M | Buy |
35,833
+68
| +0.2% | +$3.03K | ﹤0.01% | 2779 |
|
|
2024
Q1 | $1.72M | Buy |
35,765
+3,185
| +10% | +$154K | ﹤0.01% | 2633 |
|
|
2023
Q4 | $2.07M | Sell |
32,580
-820
| -2% | -$52K | ﹤0.01% | 2612 |
|
|
2023
Q3 | $1.57M | Buy |
33,400
+18
| +0.1% | +$846 | ﹤0.01% | 2667 |
|
|
2023
Q2 | $2.44M | Buy |
33,382
+13,183
| +65% | +$962K | ﹤0.01% | 2491 |
|
|
2023
Q1 | $1.64M | Buy |
+20,199
| New | +$1.64M | ﹤0.01% | 2575 |
|