Congress Wealth Management’s Citizens Community Bancorp CZWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
|
|||||
|
2025
Q1 | $216K | Hold |
|
|||||
|
2024
Q4 | $244K | Hold |
|
|||||
|
2024
Q3 | $212K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $182K | Hold |
|
|||||
|
2023
Q4 | $176K | Hold |
|
|||||
|
2023
Q3 | $144K | Hold |
|
|||||
|
2023
Q2 | $133K | Hold |
|
|||||
|
2023
Q1 | $159K | Hold |
|
|||||
|
2022
Q4 | $180K | Sell |
|
|||||
|
2022
Q3 | $182K | Hold |
|
|||||
|
2022
Q2 | $207K | Hold |
|
|||||
|
2022
Q1 | $227K | Hold |
|
|||||
|
2021
Q4 | $206K | Buy |
|