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