Morgan Stanley’s Citizens Community Bancorp CZWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $722K | Sell |
36,462
-6,982
| -16% | -$128K | ﹤0.01% | 5298 |
|
|
2025
Q4 | $774K | Buy |
43,444
+14,328
| +49% | +$240K | ﹤0.01% | 5308 |
|
|
2025
Q3 | $468K | Buy |
29,116
+8,436
| +41% | +$132K | ﹤0.01% | 5524 |
|
|
2025
Q2 | $285K | Buy |
20,680
+14,371
| +228% | +$204K | ﹤0.01% | 5708 |
|
|
2025
Q1 | $90.7K | Buy |
6,309
+3,882
| +160% | +$59.4K | ﹤0.01% | 6060 |
|
|
2024
Q4 | $39.5K | Buy |
2,427
+2,426
| +242,600% | +$37K | ﹤0.01% | 6363 |
|
|
2024
Q3 | $19 | Buy |
+1
| New | +$13 | ﹤0.01% | 7820 |
|
|
2024
Q2 | – | Sell |
-266
| Closed | -$3.23K | – | 7866 |
|
|
2024
Q1 | $3.23K | Buy |
+266
| New | +$3.17K | ﹤0.01% | 6988 |
|
|
2023
Q3 | – | Sell |
-17,500
| Closed | -$155K | – | 7630 |
|
|
2023
Q2 | $155K | Sell |
17,500
-2,965
| -14% | -$27.3K | ﹤0.01% | 5754 |
|
|
2023
Q1 | $217K | Sell |
20,465
-7,370
| -26% | -$88.8K | ﹤0.01% | 5673 |
|
|
2022
Q4 | $335K | Buy |
27,835
+8,962
| +47% | +$115K | ﹤0.01% | 5438 |
|
|
2022
Q3 | $230K | Buy |
18,873
+832
| +5% | +$10.8K | ﹤0.01% | 5666 |
|
|
2022
Q2 | $250K | Buy |
18,041
+112
| +0.6% | +$1.5K | ﹤0.01% | 5785 |
|
|
2022
Q1 | $270K | Buy |
17,929
+10,419
| +139% | +$157K | ﹤0.01% | 5753 |
|
|
2021
Q4 | $103K | Sell |
7,510
-1
| -0% | -$14 | ﹤0.01% | 6418 |
|
|
2021
Q3 | $103K | Buy |
7,511
+4
| +0.1% | +$55 | ﹤0.01% | 6357 |
|
|
2021
Q2 | $103K | Buy |
+7,507
| New | +$101K | ﹤0.01% | 6346 |
|
|
2021
Q1 | – | Sell |
-151
| Closed | -$2K | – | 7491 |
|
|
2020
Q4 | $2K | Buy |
+151
| New | +$1.32K | ﹤0.01% | 6886 |
|
|
2019
Q3 | – | Sell |
-54
| Closed | -$1K | – | 6655 |
|
|
2019
Q2 | $1K | Buy |
54
+6
| +13% | +$69 | ﹤0.01% | 6529 |
|
|
2019
Q1 | $1K | Buy |
48
+39
| +433% | +$458 | ﹤0.01% | 6507 |
|
|
2018
Q4 | $0 | Sell |
9
-45
| -83% | -$558 | ﹤0.01% | 6613 |
|
|
2018
Q3 | $1K | Sell |
54
-45
| -45% | -$633 | ﹤0.01% | 6618 |
|
|
2018
Q2 | $1K | Buy |
99
+45
| +83% | +$625 | ﹤0.01% | 6583 |
|
|
2018
Q1 | $1K | Buy |
54
+53
| +5,300% | +$730 | ﹤0.01% | 6531 |
|
|
2017
Q4 | $0 | Buy |
+1
| New | +$14 | ﹤0.01% | 6581 |
|
|
2016
Q2 | – | Sell |
-8
| Closed | – | – | 6536 |
|
|
2016
Q1 | $0 | Sell |
8
-1
| -11% | -$9 | ﹤0.01% | 6597 |
|
|
2015
Q4 | $0 | Buy |
+9
| New | +$82 | ﹤0.01% | 6688 |
|
|
2015
Q3 | – | Sell |
-10
| Closed | – | – | 6628 |
|
|
2015
Q2 | $0 | Buy |
10
+1
| +11% | +$9 | ﹤0.01% | 6657 |
|
|
2015
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 6564 |
|
|
2014
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 6581 |
|
|
2014
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 6580 |
|
|
2014
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 6529 |
|
|
2014
Q1 | $0 | Buy |
+9
| New | +$72 | ﹤0.01% | 6479 |
|
Other funds holding CZWI
VCM
GJL
BFC
