Ownership history in Covestor Ltd · 5 quarters on record
This page tracks every 13F SEC filing in which Covestor Ltd reported a position in CITIZENS FINANCIAL SERVICES (CZFS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 16 | +3 | +23.1% | 0.00% | $1K | $59.30 |
| 2025 Q2 | ADDED | 13 | +2 | +18.2% | 0.00% | $1K | $57.31 |
| 2024 Q4 | ADDED | 11 | +1 | +10.0% | 0.00% | $1K | $60.75 |
| 2024 Q3 | REDUCED | 10 | -3 | -23.1% | 0.00% | $1K | $55.98 |
As of 2025 Q4 — sorted by position size