Commonwealth Equity Services’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 | $238K | Hold |
17,255
| – | – | ﹤0.01% | 3796 |
|
|
2025
Q1 | $248K | Sell |
17,255
-3,999
| -19% | -$57.5K | ﹤0.01% | 3657 |
|
|
2024
Q4 | $346K | Hold |
21,254
| – | – | ﹤0.01% | 3288 |
|
|
2024
Q3 | $301K | Hold |
21,254
| – | – | ﹤0.01% | 3350 |
|
|
2024
Q2 | $246K | Buy |
21,254
+2,000
| +10% | +$23.1K | ﹤0.01% | 3481 |
|
|
2024
Q1 | $234K | Buy |
19,254
+4,001
| +26% | +$48.6K | ﹤0.01% | 3497 |
|
|
2023
Q4 | $179K | Hold |
15,253
| – | – | ﹤0.01% | 3550 |
|
|
2023
Q3 | $146K | Hold |
15,253
| – | – | ﹤0.01% | 3482 |
|
|
2023
Q2 | $135K | Buy |
15,253
+2,000
| +15% | +$17.7K | ﹤0.01% | 3515 |
|
|
2023
Q1 | $140 | Buy |
13,253
+1
| +0% | – | ﹤0.01% | 3424 |
|
|
2022
Q4 | $159K | Hold |
13,252
| – | – | ﹤0.01% | 3315 |
|
|
2022
Q3 | $161K | Hold |
13,252
| – | – | ﹤0.01% | 3260 |
|
|
2022
Q2 | $183K | Hold |
13,252
| – | – | ﹤0.01% | 3231 |
|
|
2022
Q1 | $200K | Hold |
13,252
| – | – | ﹤0.01% | 3335 |
|
|
2021
Q4 | $182K | Hold |
13,252
| – | – | ﹤0.01% | 3328 |
|
|
2021
Q3 | $182K | Hold |
13,252
| – | – | ﹤0.01% | 3305 |
|
|
2021
Q2 | $181K | Hold |
13,252
| – | – | ﹤0.01% | 3301 |
|
|
2021
Q1 | $164K | Buy |
+13,252
| New | +$164K | ﹤0.01% | 3182 |
|