A detailed history of Weatherly Asset Management L. P. transactions in Citizens Financial Services Inc stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 9,752 shares of CZFS stock, worth $629,004. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,752
Previous 9,752 -0.0%
Holding current value
$629,004
Previous $438,000 29.0%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$39.6 - $48.4 $3,801 - $4,646
96 Added 0.99%
9,752 $438,000
Q3 2023

Oct 10, 2023

SELL
$47.92 - $74.53 $95 - $149
-2 Reduced 0.02%
9,656 $462,000
Q2 2023

Jul 21, 2023

BUY
$74.47 - $91.48 $7,149 - $8,782
96 Added 1.0%
9,658 $719,000
Q2 2022

Jul 18, 2022

BUY
$62.38 - $70.45 $596,477 - $673,642
9,562 New
9,562 $669,000

Others Institutions Holding CZFS

About CITIZENS FINANCIAL SERVICES INC


  • Ticker CZFS
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 3,971,340
  • Market Cap $256M
  • Description
  • Citizens Financial Services, Inc. operates as the bank holding company for First Citizens Community Bank that provides various banking products and services for individual, business, governmental, and institutional customers. The company accepts various deposit products, such as checking, savings, and time deposit accounts. Its loan products inc...
More about CZFS
Track This Portfolio

Track Weatherly Asset Management L. P. Portfolio

Follow Weatherly Asset Management L. P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Weatherly Asset Management L. P., based on Form 13F filings with the SEC.

News

Stay updated on Weatherly Asset Management L. P. with notifications on news.