O'Shaughnessy Asset Management’s Citizens Community Bancorp CZWI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $873K | Buy |
63,254
+237
| +0.4% | +$3.27K | 0.01% | 1118 |
|
2025
Q1 | $906K | Buy |
63,017
+38,059
| +152% | +$547K | 0.01% | 1032 |
|
2024
Q4 | $407K | Buy |
24,958
+6,631
| +36% | +$108K | ﹤0.01% | 1372 |
|
2024
Q3 | $258K | Buy |
18,327
+3,573
| +24% | +$50.2K | ﹤0.01% | 1548 |
|
2024
Q2 | $171K | Sell |
14,754
-4,641
| -24% | -$53.7K | ﹤0.01% | 1573 |
|
2024
Q1 | $236K | Buy |
+19,395
| New | +$236K | ﹤0.01% | 1428 |
|
2021
Q4 | – | Sell |
-17,984
| Closed | -$248K | – | 1543 |
|
2021
Q3 | $248K | Buy |
17,984
+1,892
| +12% | +$26.1K | 0.01% | 938 |
|
2021
Q2 | $220K | Buy |
16,092
+15,113
| +1,544% | +$207K | ﹤0.01% | 985 |
|
2021
Q1 | $12K | Buy |
+979
| New | +$12K | ﹤0.01% | 1748 |
|