Weatherly Asset Management’s Citizens Financial Services CZFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $297K | Sell |
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|
2025
Q2 | $578K | Hold |
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|
2025
Q1 | $566K | Hold |
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|
2024
Q4 | $617K | Hold |
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|
2024
Q3 | $573K | Hold |
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|
2024
Q2 | $438K | Hold |
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|
2024
Q1 | $475K | Hold |
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|
2023
Q4 | $625K | Hold |
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|
2023
Q3 | $463K | Sell |
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|
2023
Q2 | $719K | Hold |
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|
2023
Q1 | $799K | Hold |
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|
2022
Q4 | $734K | Hold |
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|
2022
Q3 | $671K | Hold |
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|
2022
Q2 | $669K | Buy |
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