Osaic Holdings’s Citizens Community Bancorp CZWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74K | Sell |
291
-22
| -7% | -$358 | ﹤0.01% | 6166 |
|
|
2025
Q1 | $4.5K | Hold |
313
| – | – | ﹤0.01% | 6145 |
|
|
2024
Q4 | $5.1K | Buy |
313
+22
| +8% | +$358 | ﹤0.01% | 6082 |
|
|
2024
Q3 | $4.12K | Sell |
291
-2,522
| -90% | -$35.7K | ﹤0.01% | 6167 |
|
|
2024
Q2 | $32.5K | Hold |
2,813
| – | – | ﹤0.01% | 4977 |
|
|
2024
Q1 | $34.2K | Hold |
2,813
| – | – | ﹤0.01% | 4982 |
|
|
2023
Q4 | $32.9K | Hold |
2,813
| – | – | ﹤0.01% | 5165 |
|
|
2023
Q3 | $27K | Buy |
2,813
+291
| +12% | +$2.79K | ﹤0.01% | 5374 |
|
|
2023
Q2 | $22.3K | Hold |
2,522
| – | – | ﹤0.01% | 5474 |
|
|
2023
Q1 | $26.8K | Sell |
2,522
-20
| -0.8% | -$212 | ﹤0.01% | 5371 |
|
|
2022
Q4 | $31K | Sell |
2,542
-531
| -17% | -$6.48K | ﹤0.01% | 5259 |
|
|
2022
Q3 | $36K | Sell |
3,073
-838
| -21% | -$9.82K | ﹤0.01% | 5130 |
|
|
2022
Q2 | $54K | Buy |
3,911
+2
| +0.1% | +$28 | ﹤0.01% | 4886 |
|
|
2022
Q1 | $59K | Hold |
3,909
| – | – | ﹤0.01% | 4969 |
|
|
2021
Q4 | $54K | Sell |
3,909
-1
| -0% | -$14 | ﹤0.01% | 5077 |
|
|
2021
Q3 | $54K | Sell |
3,910
-18
| -0.5% | -$249 | ﹤0.01% | 5037 |
|
|
2021
Q2 | $53K | Buy |
3,928
+69
| +2% | +$931 | ﹤0.01% | 4993 |
|
|
2021
Q1 | $48K | Hold |
3,859
| – | – | ﹤0.01% | 4895 |
|
|
2020
Q4 | $42K | Hold |
3,859
| – | – | ﹤0.01% | 4646 |
|
|
2020
Q3 | $27K | Buy |
3,859
+3,034
| +368% | +$21.2K | ﹤0.01% | 4708 |
|
|
2020
Q2 | $6K | Hold |
825
| – | – | ﹤0.01% | 5340 |
|
|
2020
Q1 | $5K | Buy |
+825
| New | +$5K | ﹤0.01% | 5264 |
|