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Creekmur Asset Management’s Citizens Financial Services CZFS Stock Holding History

Creekmur Asset Management’s Portfolio CZFS Stock Details CZFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$506 – 829
2024
Q4 		$506 Hold
8
– – ﹤0.01% 731
2024
Q3 		$470 Hold
8
– – ﹤0.01% 808
2024
Q2 		$362 Buy
+8
New +$343 ﹤0.01% 864

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Creekmur Asset Management's CZFS Position: Q1 2025 in Review

Creekmur Asset Management sold out of Citizens Financial Services (CZFS) in Q1 2025, closing a stake of 8 shares — an estimated $506 sold.

Creekmur Asset Management first reported a position in CZFS in Q2 2024 and held it in 3 quarters. The position peaked at $506 in Q4 2024. 69 funds tracked by Wall St. Rank hold CZFS as of Q1 2025.

  • Creekmur Asset Management reported no remaining Citizens Financial Services position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 8 Citizens Financial Services shares in Q1 2025, an estimated $506.
  • Creekmur Asset Management first reported a position in Citizens Financial Services in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's Citizens Financial Services position peaked at $506 in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.