Emerald Advisers’s Citizens Financial Services CZFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,156
| Closed | -$126K | – | 275 |
|
|
2021
Q4 | $126K | Buy |
+2,156
| New | +$126K | ﹤0.01% | 238 |
|
|
2021
Q3 | – | Sell |
-2,156
| Closed | -$131K | – | 258 |
|
|
2021
Q2 | $131K | Buy |
+2,156
| New | +$131K | ﹤0.01% | 244 |
|
|
2021
Q1 | – | Sell |
-2,135
| Closed | -$115K | – | 264 |
|
|
2020
Q4 | $115K | Hold |
2,135
| – | – | ﹤0.01% | 248 |
|
|
2020
Q3 | $90K | Hold |
2,135
| – | – | ﹤0.01% | 241 |
|
|
2020
Q2 | $102K | Buy |
+2,135
| New | +$102K | ﹤0.01% | 237 |
|
|
2020
Q1 | – | Sell |
-3,761
| Closed | -$222K | – | 239 |
|
|
2019
Q4 | $222K | Hold |
3,761
| – | – | 0.01% | 230 |
|
|
2019
Q3 | $211K | Sell |
3,761
-1
| -0% | -$56 | 0.01% | 230 |
|
|
2019
Q2 | $219K | Buy |
3,762
+38
| +1% | +$2.21K | 0.01% | 232 |
|
|
2019
Q1 | $229K | Buy |
+3,724
| New | +$229K | 0.01% | 233 |
|
|
2018
Q4 | – | Sell |
-3,724
| Closed | -$224K | – | 252 |
|
|
2018
Q3 | $224K | Sell |
3,724
-1
| -0% | -$60 | 0.01% | 247 |
|
|
2018
Q2 | $226K | Buy |
+3,725
| New | +$226K | 0.01% | 239 |
|
|
2018
Q1 | – | Sell |
-3,689
| Closed | -$223K | – | 256 |
|
|
2017
Q4 | $223K | Buy |
+3,689
| New | +$223K | 0.01% | 235 |
|
|
2016
Q4 | – | Sell |
-43,607
| Closed | -$2.11M | – | 277 |
|
|
2016
Q3 | $2.11M | Sell |
43,607
-2
| -0% | -$97 | 0.09% | 198 |
|
|
2016
Q2 | $2.14M | Sell |
43,609
-1,649
| -4% | -$80.8K | 0.1% | 200 |
|
|
2016
Q1 | $2.08M | Hold |
45,258
| – | – | 0.1% | 196 |
|
|
2015
Q4 | $2.13M | Hold |
45,258
| – | – | 0.1% | 203 |
|
|
2015
Q3 | $2.09M | Hold |
45,258
| – | – | 0.11% | 205 |
|
|
2015
Q2 | $2.13M | Sell |
45,258
-239
| -0.5% | -$11.3K | 0.1% | 208 |
|
|
2015
Q1 | $2.15M | Sell |
45,497
-3,852
| -8% | -$182K | 0.11% | 209 |
|
|
2014
Q4 | $2.54M | Sell |
49,349
-84
| -0.2% | -$4.33K | 0.14% | 188 |
|
|
2014
Q3 | $2.52M | Buy |
49,433
+5,837
| +13% | +$297K | 0.15% | 184 |
|
|
2014
Q2 | $2.28M | Buy |
43,596
+432
| +1% | +$22.6K | 0.13% | 193 |
|
|
2014
Q1 | $2.28M | Hold |
43,164
| – | – | 0.13% | 185 |
|
|
2013
Q4 | $2.14M | Hold |
43,164
| – | – | 0.12% | 190 |
|
|
2013
Q3 | $1.95M | Buy |
43,164
+1,050
| +2% | +$47.4K | 0.11% | 198 |
|
|
2013
Q2 | $1.98M | Buy |
+42,114
| New | +$1.98M | 0.12% | 187 |
|