EPG Wealth Management’s Citizens Holding Co. CIZN Stock Holding History

EPG Wealth Management’s Portfolio CIZN Stock Details CIZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-23,415	Closed	-$244K	–	452
2023 Q3	$244K	Sell	23,415 -10,000	-30%	-$109K	0.07%	216
2023 Q2	$408K	Hold	33,415	–	–	0.12%	161
2023 Q1	$404K	Hold	33,415	–	–	0.13%	158
2022 Q4	$458K	Hold	33,415	–	–	0.17%	109
2022 Q3	$511K	Hold	33,415	–	–	0.21%	100
2022 Q2	$611K	Hold	33,415	–	–	0.26%	86
2022 Q1	$645K	Buy	+33,415	New	+$612K	0.22%	92

Other funds holding CIZN

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

EPG Wealth Management's CIZN Position: Q4 2023 in Review

EPG Wealth Management sold out of Citizens Holding Co. (CIZN) in Q4 2023, closing a stake of 23,415 shares — an estimated $244K sold.

EPG Wealth Management first reported a position in CIZN in Q1 2022 and held it in 7 quarters. The position peaked at $645K in Q1 2022. 4 funds tracked by Wall St. Rank hold CIZN as of Q4 2023.

EPG Wealth Management reported no remaining Citizens Holding Co. position as of Q4 2023 after selling out during the quarter.
EPG Wealth Management sold 23,415 Citizens Holding Co. shares in Q4 2023, an estimated $244K.
EPG Wealth Management first reported a position in Citizens Holding Co. in Q1 2022 and held it in 7 quarters.
EPG Wealth Management's Citizens Holding Co. position peaked at $645K in Q1 2022.
4 funds tracked by Wall St. Rank held Citizens Holding Co. as of Q4 2023.

Based on EPG Wealth Management's 13F filing for Q4 2023, filed 15 Feb 2024.