Key Financial Inc’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
Q2 | – | Sell |
-2,558
| Closed | -$123K | – | 1351 |
|
|
2024
Q1 | $123K | Hold |
2,558
| – | – | 0.03% | 281 |
|
|
2023
Q4 | $162K | Hold |
2,558
| – | – | 0.04% | 240 |
|
|
2023
Q3 | $120K | Hold |
2,558
| – | – | 0.04% | 257 |
|
|
2023
Q2 | $187K | Sell |
2,558
-1
| -0% | -$73 | 0.06% | 218 |
|
|
2023
Q1 | $208K | Hold |
2,559
| – | – | 0.08% | 191 |
|
|
2022
Q4 | $174K | Hold |
2,559
| – | – | 0.08% | 177 |
|
|
2022
Q3 | $174K | Hold |
2,559
| – | – | 0.08% | 179 |
|
|
2022
Q2 | $166K | Buy |
+2,559
| New | +$166K | 0.09% | 174 |
|