JPMorgan Chase & Co’s Citizens Financial Services CZFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
4,081
-4,050
| -50% | -$238K | ﹤0.01% | 4388 |
|
|
2025
Q1 | $467K | Sell |
8,131
-8,611
| -51% | -$495K | ﹤0.01% | 4059 |
|
|
2024
Q4 | $1.05M | Buy |
16,742
+9,397
| +128% | +$589K | ﹤0.01% | 3764 |
|
|
2024
Q3 | $427K | Buy |
7,345
+4,702
| +178% | +$273K | ﹤0.01% | 4109 |
|
|
2024
Q2 | $118K | Sell |
2,643
-4,193
| -61% | -$187K | ﹤0.01% | 4525 |
|
|
2024
Q1 | $330K | Buy |
6,836
+3,103
| +83% | +$150K | ﹤0.01% | 4195 |
|
|
2023
Q4 | $237K | Buy |
3,733
+995
| +36% | +$63.1K | ﹤0.01% | 4352 |
|
|
2023
Q3 | $129K | Sell |
2,738
-882
| -24% | -$41.4K | ﹤0.01% | 4473 |
|
|
2023
Q2 | $264K | Buy |
3,620
+3,431
| +1,815% | +$250K | ﹤0.01% | 4126 |
|
|
2023
Q1 | $15K | Hold |
189
| – | – | ﹤0.01% | 5194 |
|
|
2022
Q4 | $14K | Hold |
189
| – | – | ﹤0.01% | 5046 |
|
|
2022
Q3 | $13K | Hold |
189
| – | – | ﹤0.01% | 5017 |
|
|
2022
Q2 | $13K | Buy |
+189
| New | +$13K | ﹤0.01% | 5134 |
|