LPL Financial’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	-5,729	Closed	-$255K	–	5081
2024 Q2	$255K	Buy	5,729 +11	+0.2%	+$489	﹤0.01%	4302
2024 Q1	$276K	Hold	5,718	–	–	﹤0.01%	4200
2023 Q4	$363K	Buy	5,718 +1	+0%	+$63	﹤0.01%	3882
2023 Q3	$269K	Buy	+5,717	New	+$269K	﹤0.01%	3965