Weatherly Asset 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 | $578K | Hold |
9,850
| – | – | 0.05% | 125 |
|
|
2025
Q1 | $566K | Hold |
9,850
| – | – | 0.05% | 126 |
|
|
2024
Q4 | $617K | Hold |
9,850
| – | – | 0.05% | 120 |
|
|
2024
Q3 | $573K | Hold |
9,850
| – | – | 0.05% | 127 |
|
|
2024
Q2 | $438K | Hold |
9,850
| – | – | 0.04% | 131 |
|
|
2024
Q1 | $475K | Hold |
9,850
| – | – | 0.05% | 129 |
|
|
2023
Q4 | $625K | Hold |
9,850
| – | – | 0.07% | 122 |
|
|
2023
Q3 | $463K | Sell |
9,850
-2
| -0% | -$94 | 0.06% | 127 |
|
|
2023
Q2 | $719K | Hold |
9,852
| – | – | 0.08% | 117 |
|
|
2023
Q1 | $799K | Hold |
9,852
| – | – | 0.1% | 113 |
|
|
2022
Q4 | $734K | Hold |
9,852
| – | – | 0.1% | 113 |
|
|
2022
Q3 | $671K | Hold |
9,852
| – | – | 0.1% | 119 |
|
|
2022
Q2 | $669K | Buy |
+9,852
| New | +$669K | 0.09% | 119 |
|