Stone House Investment Management’s Citizens Financial Services CZFS Stock Holding History

Stone House Investment Management’s Portfolio CZFS Stock Details CZFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$39.3K	Sell
2025 Q2	$69K	Buy
2025 Q1	$37.5K	Buy
2024 Q4	–	Sell
2024 Q3	$38K	Sell
2024 Q2	$29.1K	Sell
2024 Q1	$31.5K	Buy