Dimensional Fund Advisors’s Citizens Community Bancorp CZWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
322,780
+17,644
| +6% | +$243K | ﹤0.01% | 2559 |
|
|
2025
Q1 | $4.39M | Buy |
305,136
+4,340
| +1% | +$62.4K | ﹤0.01% | 2533 |
|
|
2024
Q4 | $4.9M | Buy |
300,796
+14,367
| +5% | +$234K | ﹤0.01% | 2531 |
|
|
2024
Q3 | $4.06M | Buy |
286,429
+5,731
| +2% | +$81.2K | ﹤0.01% | 2573 |
|
|
2024
Q2 | $3.25M | Buy |
280,698
+2,986
| +1% | +$34.5K | ﹤0.01% | 2630 |
|
|
2024
Q1 | $3.37M | Buy |
277,712
+22,552
| +9% | +$274K | ﹤0.01% | 2653 |
|
|
2023
Q4 | $2.99M | Buy |
255,160
+1,721
| +0.7% | +$20.2K | ﹤0.01% | 2694 |
|
|
2023
Q3 | $2.43M | Buy |
253,439
+1,067
| +0.4% | +$10.2K | ﹤0.01% | 2717 |
|
|
2023
Q2 | $2.23M | Sell |
252,372
-5,713
| -2% | -$50.6K | ﹤0.01% | 2750 |
|
|
2023
Q1 | $2.74M | Buy |
258,085
+437
| +0.2% | +$4.64K | ﹤0.01% | 2661 |
|
|
2022
Q4 | $3.1K | Buy |
257,648
+1,964
| +0.8% | +$24 | ﹤0.01% | 2589 |
|
|
2022
Q3 | $3.11M | Buy |
255,684
+6,078
| +2% | +$74K | ﹤0.01% | 2578 |
|
|
2022
Q2 | $3.45M | Buy |
249,606
+6,351
| +3% | +$87.9K | ﹤0.01% | 2567 |
|
|
2022
Q1 | $3.68M | Buy |
243,255
+6,456
| +3% | +$97.6K | ﹤0.01% | 2624 |
|
|
2021
Q4 | $3.26M | Buy |
236,799
+2,192
| +0.9% | +$30.2K | ﹤0.01% | 2703 |
|
|
2021
Q3 | $3.26M | Buy |
234,607
+5,686
| +2% | +$79K | ﹤0.01% | 2705 |
|
|
2021
Q2 | $3.13M | Buy |
228,921
+14,389
| +7% | +$197K | ﹤0.01% | 2735 |
|
|
2021
Q1 | $2.66M | Buy |
214,532
+5,425
| +3% | +$67.3K | ﹤0.01% | 2773 |
|
|
2020
Q4 | $2.28M | Hold |
209,107
| – | – | ﹤0.01% | 2776 |
|
|
2020
Q3 | $1.44M | Hold |
209,107
| – | – | ﹤0.01% | 2836 |
|
|
2020
Q2 | $1.43M | Buy |
209,107
+438
| +0.2% | +$3K | ﹤0.01% | 2845 |
|
|
2020
Q1 | $1.35M | Buy |
208,669
+7,813
| +4% | +$50.4K | ﹤0.01% | 2826 |
|
|
2019
Q4 | $2.45M | Buy |
200,856
+1,944
| +1% | +$23.8K | ﹤0.01% | 2808 |
|
|
2019
Q3 | $2.19M | Buy |
198,912
+4,600
| +2% | +$50.6K | ﹤0.01% | 2839 |
|
|
2019
Q2 | $2.11M | Buy |
194,312
+1,501
| +0.8% | +$16.3K | ﹤0.01% | 2890 |
|
|
2019
Q1 | $2.3M | Sell |
192,811
-317
| -0.2% | -$3.78K | ﹤0.01% | 2863 |
|
|
2018
Q4 | $2.11M | Buy |
193,128
+3,277
| +2% | +$35.7K | ﹤0.01% | 2858 |
|
|
2018
Q3 | $2.66M | Buy |
189,851
+2,878
| +2% | +$40.3K | ﹤0.01% | 2857 |
|
|
2018
Q2 | $2.65M | Buy |
186,973
+2,216
| +1% | +$31.4K | ﹤0.01% | 2822 |
|
|
2018
Q1 | $2.58M | Buy |
184,757
+8,568
| +5% | +$120K | ﹤0.01% | 2811 |
|
|
2017
Q4 | $2.38M | Buy |
176,189
+5,277
| +3% | +$71.2K | ﹤0.01% | 2829 |
|
|
2017
Q3 | $2.38M | Buy |
170,912
+1,969
| +1% | +$27.4K | ﹤0.01% | 2817 |
|
|
2017
Q2 | $2.36M | Buy |
168,943
+2,500
| +2% | +$35K | ﹤0.01% | 2815 |
|
|
2017
Q1 | $2.3M | Sell |
166,443
-313
| -0.2% | -$4.33K | ﹤0.01% | 2811 |
|
|
2016
Q4 | $2.07M | Sell |
166,756
-981
| -0.6% | -$12.2K | ﹤0.01% | 2807 |
|
|
2016
Q3 | $1.88M | Buy |
167,737
+2,586
| +2% | +$28.9K | ﹤0.01% | 2801 |
|
|
2016
Q2 | $1.71M | Sell |
165,151
-397
| -0.2% | -$4.11K | ﹤0.01% | 2812 |
|
|
2016
Q1 | $1.48M | Hold |
165,548
| – | – | ﹤0.01% | 2838 |
|
|
2015
Q4 | $1.56M | Hold |
165,548
| – | – | ﹤0.01% | 2864 |
|
|
2015
Q3 | $1.46M | Hold |
165,548
| – | – | ﹤0.01% | 2904 |
|
|
2015
Q2 | $1.52M | Buy |
165,548
+280
| +0.2% | +$2.56K | ﹤0.01% | 2919 |
|
|
2015
Q1 | $1.53M | Hold |
165,268
| – | – | ﹤0.01% | 2889 |
|
|
2014
Q4 | $1.5M | Hold |
165,268
| – | – | ﹤0.01% | 2914 |
|
|
2014
Q3 | $1.47M | Sell |
165,268
-540
| -0.3% | -$4.8K | ﹤0.01% | 2927 |
|
|
2014
Q2 | $1.41M | Sell |
165,808
-412
| -0.2% | -$3.5K | ﹤0.01% | 2953 |
|
|
2014
Q1 | $1.33M | Hold |
166,220
| – | – | ﹤0.01% | 2969 |
|
|
2013
Q4 | $1.24M | Hold |
166,220
| – | – | ﹤0.01% | 2983 |
|
|
2013
Q3 | $1.21M | Hold |
166,220
| – | – | ﹤0.01% | 3000 |
|
|
2013
Q2 | $1.16M | Buy |
+166,220
| New | +$1.16M | ﹤0.01% | 2982 |
|