UBS Group’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 | $279K | Buy |
4,757
+69
| +1% | +$4.05K | ﹤0.01% | 5274 |
|
|
2025
Q1 | $269K | Buy |
4,688
+1,250
| +36% | +$71.9K | ﹤0.01% | 5109 |
|
|
2024
Q4 | $216K | Buy |
3,438
+1,117
| +48% | +$70K | ﹤0.01% | 5210 |
|
|
2024
Q3 | $135K | Sell |
2,321
-129
| -5% | -$7.5K | ﹤0.01% | 4965 |
|
|
2024
Q2 | $109K | Sell |
2,450
-1,421
| -37% | -$63.2K | ﹤0.01% | 4984 |
|
|
2024
Q1 | $187K | Sell |
3,871
-526
| -12% | -$25.4K | ﹤0.01% | 4756 |
|
|
2023
Q4 | $279K | Buy |
4,397
+2,318
| +111% | +$147K | ﹤0.01% | 4385 |
|
|
2023
Q3 | $97.7K | Sell |
2,079
-503
| -19% | -$23.6K | ﹤0.01% | 4732 |
|
|
2023
Q2 | $188K | Buy |
2,582
+1,266
| +96% | +$92.4K | ﹤0.01% | 4487 |
|
|
2023
Q1 | $107K | Buy |
1,316
+1,002
| +319% | +$81.2K | ﹤0.01% | 4807 |
|
|
2022
Q4 | $23.4K | Buy |
314
+163
| +108% | +$12.1K | ﹤0.01% | 6312 |
|
|
2022
Q3 | $10K | Buy |
+151
| New | +$10K | ﹤0.01% | 7308 |
|