Commonwealth Equity Services’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 | $244K | Buy |
4,151
+108
| +3% | +$6.35K | ﹤0.01% | 3771 |
|
|
2025
Q1 | $232K | Buy |
4,043
+5
| +0.1% | +$287 | ﹤0.01% | 3718 |
|
|
2024
Q4 | $253K | Sell |
4,038
-19
| -0.5% | -$1.19K | ﹤0.01% | 3567 |
|
|
2024
Q3 | $236K | Sell |
4,057
-1,993
| -33% | -$116K | ﹤0.01% | 3559 |
|
|
2024
Q2 | $269K | Sell |
6,050
-128
| -2% | -$5.69K | ﹤0.01% | 3393 |
|
|
2024
Q1 | $298K | Hold |
6,178
| – | – | ﹤0.01% | 3282 |
|
|
2023
Q4 | $392K | Buy |
6,178
+27
| +0.4% | +$1.71K | ﹤0.01% | 2941 |
|
|
2023
Q3 | $289K | Buy |
6,151
+344
| +6% | +$16.2K | ﹤0.01% | 3068 |
|
|
2023
Q2 | $424K | Buy |
5,807
+533
| +10% | +$38.9K | ﹤0.01% | 2759 |
|
|
2023
Q1 | $427 | Sell |
5,274
-327
| -6% | -$26 | ﹤0.01% | 2686 |
|
|
2022
Q4 | $417K | Buy |
5,601
+857
| +18% | +$63.8K | ﹤0.01% | 2616 |
|
|
2022
Q3 | $323K | Sell |
4,744
-1,014
| -18% | -$69K | ﹤0.01% | 2760 |
|
|
2022
Q2 | $391K | Buy |
+5,758
| New | +$391K | ﹤0.01% | 2601 |
|