De Lisle Partners’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 | $999K | Buy |
16,936
+721
| +4% | +$42.5K | 0.14% | 133 |
|
|
2025
Q1 | $937K | Hold |
16,215
| – | – | 0.16% | 140 |
|
|
2024
Q4 | $1.02M | Buy |
16,215
+707
| +5% | +$44.5K | 0.15% | 141 |
|
|
2024
Q3 | $897K | Buy |
15,508
+154
| +1% | +$8.9K | 0.15% | 151 |
|
|
2024
Q2 | $686K | Sell |
15,354
-154
| -1% | -$6.88K | 0.15% | 141 |
|
|
2024
Q1 | $743K | Buy |
+15,508
| New | +$743K | 0.17% | 132 |
|