Fourthstone LLC’s Citizens Financial Services CZFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-13,628
| Closed | -$606K | – | 67 |
|
2024
Q2 | $606K | Buy |
+13,628
| New | +$606K | 0.19% | 36 |
|
2024
Q1 | – | Sell |
-37,785
| Closed | -$2.4M | – | 41 |
|
2023
Q4 | $2.4M | Sell |
37,785
-30,757
| -45% | -$1.95M | 0.49% | 44 |
|
2023
Q3 | $3.22M | Buy |
+68,542
| New | +$3.22M | 0.73% | 38 |
|
2023
Q1 | – | Sell |
-57,103
| Closed | -$4.25M | – | 37 |
|
2022
Q4 | $4.25M | Buy |
+57,103
| New | +$4.25M | 1.12% | 28 |
|