Stone House Investment Management’s Citizens Financial Services CZFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69K | Buy |
1,176
+524
| +80% | +$30.8K | 0.01% | 129 |
|
|
2025
Q1 | $37.5K | Buy |
+652
| New | +$37.5K | 0.01% | 168 |
|
|
2024
Q4 | – | Sell |
-652
| Closed | -$38K | – | 128 |
|
|
2024
Q3 | $38K | Sell |
652
-1
| -0.2% | -$58 | 0.01% | 136 |
|
|
2024
Q2 | $29.1K | Sell |
653
-1
| -0.2% | -$45 | 0.01% | 159 |
|
|
2024
Q1 | $31.5K | Buy |
+654
| New | +$31.5K | 0.01% | 158 |
|