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	14,990	–	–	﹤0.01%	1139
2025 Q1	$216K	Hold	14,990	–	–	﹤0.01%	1020
2024 Q4	$244K	Hold	14,990	–	–	﹤0.01%	809
2024 Q3	$212K	Buy	+14,990	New	+$192K	﹤0.01%	807
2024 Q2	–	Sell	-14,990	Closed	-$182K	–	716
2024 Q1	$182K	Hold	14,990	–	–	﹤0.01%	575
2023 Q4	$176K	Hold	14,990	–	–	﹤0.01%	600
2023 Q3	$144K	Hold	14,990	–	–	﹤0.01%	590
2023 Q2	$133K	Hold	14,990	–	–	﹤0.01%	547
2023 Q1	$159K	Hold	14,990	–	–	﹤0.01%	546
2022 Q4	$180K	Sell	14,990 -1	-0%	-$13	﹤0.01%	546
2022 Q3	$182K	Hold	14,991	–	–	﹤0.01%	533
2022 Q2	$207K	Hold	14,991	–	–	0.01%	531
2022 Q1	$227K	Hold	14,991	–	–	0.01%	563
2021 Q4	$206K	Buy	+14,991	New	+$206K	﹤0.01%	589