Fourthstone LLC’s Citizens Community Bancorp CZWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Buy |
252,793
+108,242
| +75% | +$1.49M | 0.68% | 39 |
|
|
2025
Q1 | $2.08M | Sell |
144,551
-119,191
| -45% | -$1.71M | 0.52% | 34 |
|
|
2024
Q4 | $4.3M | Buy |
263,742
+156,461
| +146% | +$2.55M | 0.84% | 25 |
|
|
2024
Q3 | $1.52M | Buy |
+107,281
| New | +$1.52M | 0.34% | 31 |
|
|
2024
Q1 | – | Sell |
-434,692
| Closed | -$5.09M | – | 42 |
|
|
2023
Q4 | $5.09M | Buy |
434,692
+252,374
| +138% | +$2.96M | 1.03% | 30 |
|
|
2023
Q3 | $1.75M | Buy |
182,318
+104,825
| +135% | +$1.01M | 0.4% | 51 |
|
|
2023
Q2 | $686K | Buy |
+77,493
| New | +$686K | 0.18% | 46 |
|
|
2022
Q1 | – | Sell |
-40,789
| Closed | -$562K | – | 39 |
|
|
2021
Q4 | $562K | Sell |
40,789
-28,503
| -41% | -$393K | 0.21% | 37 |
|
|
2021
Q3 | $953K | Sell |
69,292
-374,823
| -84% | -$5.16M | 0.38% | 40 |
|
|
2021
Q2 | $6.11M | Sell |
444,115
-472,928
| -52% | -$6.5M | 2.59% | 12 |
|
|
2021
Q1 | $11.4M | Sell |
917,043
-114,407
| -11% | -$1.42M | 5.65% | 7 |
|
|
2020
Q4 | $11.2M | Sell |
1,031,450
-80,914
| -7% | -$881K | 7.09% | 5 |
|
|
2020
Q3 | $7.66M | Sell |
1,112,364
-1,473
| -0.1% | -$10.1K | 6.42% | 4 |
|
|
2020
Q2 | $7.64M | Buy |
1,113,837
+52,813
| +5% | +$362K | 6.4% | 4 |
|
|
2020
Q1 | $6.96M | Buy |
1,061,024
+225,706
| +27% | +$1.48M | 6.33% | 4 |
|
|
2019
Q4 | $10.2M | Buy |
+835,318
| New | +$10.2M | 9.52% | 3 |
|