Raymond James Financial Services Advisors’s Citizens Community Bancorp CZWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $221K | Sell |
15,628
-27,766
| -64% | -$393K | ﹤0.01% | 3125 |
|
|
2024
Q2 | $502K | Buy |
43,394
+4,354
| +11% | +$50.4K | ﹤0.01% | 2522 |
|
|
2024
Q1 | $474K | Buy |
39,040
+500
| +1% | +$6.08K | ﹤0.01% | 2555 |
|
|
2023
Q4 | $451K | Hold |
38,540
| – | – | ﹤0.01% | 2485 |
|
|
2023
Q3 | $370K | Hold |
38,540
| – | – | ﹤0.01% | 2501 |
|
|
2023
Q2 | $341K | Sell |
38,540
-3,000
| -7% | -$26.6K | ﹤0.01% | 2575 |
|
|
2023
Q1 | $441K | Buy |
41,540
+424
| +1% | +$4.5K | ﹤0.01% | 2407 |
|
|
2022
Q4 | $495K | Sell |
41,116
-700
| -2% | -$8.42K | ﹤0.01% | 2268 |
|
|
2022
Q3 | $509K | Sell |
41,816
-1,000
| -2% | -$12.2K | ﹤0.01% | 2239 |
|
|
2022
Q2 | $592K | Hold |
42,816
| – | – | ﹤0.01% | 2157 |
|
|
2022
Q1 | $647K | Buy |
42,816
+2,050
| +5% | +$31K | ﹤0.01% | 2219 |
|
|
2021
Q4 | $561K | Buy |
40,766
+6,200
| +18% | +$85.3K | ﹤0.01% | 2323 |
|
|
2021
Q3 | $475K | Buy |
34,566
+5,500
| +19% | +$75.6K | ﹤0.01% | 2390 |
|
|
2021
Q2 | $398K | Buy |
29,066
+15,200
| +110% | +$208K | ﹤0.01% | 2525 |
|
|
2021
Q1 | $172K | Sell |
13,866
-2,411
| -15% | -$29.9K | ﹤0.01% | 2937 |
|
|
2020
Q4 | $177K | Hold |
16,277
| – | – | ﹤0.01% | 2752 |
|
|
2020
Q3 | $112K | Buy |
16,277
+1,792
| +12% | +$12.3K | ﹤0.01% | 2666 |
|
|
2020
Q2 | $99K | Hold |
14,485
| – | – | ﹤0.01% | 2633 |
|
|
2020
Q1 | $93K | Sell |
14,485
-1,049
| -7% | -$6.74K | ﹤0.01% | 2233 |
|
|
2019
Q4 | $190K | Buy |
15,534
+94
| +0.6% | +$1.15K | ﹤0.01% | 2584 |
|
|
2019
Q3 | $171K | Buy |
15,440
+515
| +3% | +$5.7K | ﹤0.01% | 2532 |
|
|
2019
Q2 | $162K | Hold |
14,925
| – | – | ﹤0.01% | 2588 |
|
|
2019
Q1 | $178K | Hold |
14,925
| – | – | ﹤0.01% | 2525 |
|
|
2018
Q4 | $163K | Buy |
14,925
+3,850
| +35% | +$42K | ﹤0.01% | 2315 |
|
|
2018
Q3 | $155K | Hold |
11,075
| – | – | ﹤0.01% | 2589 |
|
|
2018
Q2 | $157K | Hold |
11,075
| – | – | ﹤0.01% | 2532 |
|
|
2018
Q1 | $155K | Hold |
11,075
| – | – | ﹤0.01% | 2308 |
|
|
2017
Q4 | $150K | Buy |
+11,075
| New | +$150K | ﹤0.01% | 2317 |
|