Morgan Stanley’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 | $541K | Buy |
9,216
+471
| +5% | +$27.7K | ﹤0.01% | 5430 |
|
|
2025
Q1 | $503K | Sell |
8,745
-4,515
| -34% | -$260K | ﹤0.01% | 5322 |
|
|
2024
Q4 | $831K | Sell |
13,260
-1,582
| -11% | -$99.2K | ﹤0.01% | 5176 |
|
|
2024
Q3 | $863K | Buy |
14,842
+7,152
| +93% | +$416K | ﹤0.01% | 5125 |
|
|
2024
Q2 | $342K | Buy |
7,690
+490
| +7% | +$21.8K | ﹤0.01% | 5459 |
|
|
2024
Q1 | $347K | Sell |
7,200
-8,016
| -53% | -$387K | ﹤0.01% | 5481 |
|
|
2023
Q4 | $965K | Buy |
15,216
+13,004
| +588% | +$825K | ﹤0.01% | 5313 |
|
|
2023
Q3 | $104K | Sell |
2,212
-3,051
| -58% | -$143K | ﹤0.01% | 5874 |
|
|
2023
Q2 | $384K | Buy |
5,263
+4,190
| +390% | +$306K | ﹤0.01% | 5349 |
|
|
2023
Q1 | $87K | Buy |
1,073
+777
| +263% | +$63K | ﹤0.01% | 6070 |
|
|
2022
Q4 | $22K | Buy |
296
+1
| +0.3% | +$74 | ﹤0.01% | 6650 |
|
|
2022
Q3 | $20K | Hold |
295
| – | – | ﹤0.01% | 6791 |
|
|
2022
Q2 | $20K | Buy |
+295
| New | +$20K | ﹤0.01% | 6982 |
|