Citizens Business Bank Reduced Holdings in Q1 2025

Citizens Business Bank

  • $449 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PWR
Quanta Services, Inc.

Industrials
-33.1K
- 50.04%
$236.71 - $358.03 $7.83M - $11.8M
33K $8.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-15.5K
- 49.95%
$551.42 - $612.93 $8.55M - $9.5M
15.5K $8.69M
GOOGL
Alphabet Inc.

Communication Services
-25.3K
- 44.59%
$154.33 - $206.19 $3.91M - $5.22M
31.5K $4.86M
TRV
Travelers Companies, Inc.

Financial Services
-22.4K
- 50.39%
$232.43 - $265.13 $5.2M - $5.93M
22K $5.82M
SCHW
Schwab Charles Corp

Financial Services
-66.3K
- 49.74%
$71.24 - $83.64 $4.72M - $5.54M
67K $5.24M
PANW
Palo Alto Networks Inc

Technology
-23.7K
- 48.5%
$167.82 - $208.28 $3.98M - $4.94M
25.2K $4.3M
AVGO
Broadcom Inc.

Technology
-219
- 0.37%
$167.43 - $244.7 $36.7K - $53.6K
59K $9.87M
UBER
Uber Technologies, Inc

Technology
-73.6K
- 49.81%
$63.17 - $81.49 $4.65M - $6M
74.2K $5.4M
SNOW
Snowflake Inc.

Technology
-18.1K
- 48.58%
$146.16 - $192.78 $2.64M - $3.49M
19.1K $2.8M
QCOM
Qualcomm Inc

Technology
-16K
- 48.14%
$151.94 - $175.86 $2.43M - $2.81M
17.2K $2.65M
IWR
Ishares Russell Mid Cap ETF

ETFs
-311
- 0.05%
$82.81 - $92.93 $25.8K - $28.9K
626K $53.3M
CVBF
Cvb Financial Corp

Financial Services
-26K
- 7.02%
$18.42 - $21.2 $479K - $551K
345K $6.36M
AMZN
Amazon Com Inc

Consumer Cyclical
-472
- 1.1%
$190.26 - $242.06 $89.8K - $114K
42.5K $8.09M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-59.7K
- 5.99%
$18.54 - $18.88 $1.11M - $1.13M
938K $17.5M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1.51K
- 18.32%
$314.47 - $431.35 $475K - $651K
6.73K $2.47M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.11K
- 3.29%
$102.49 - $119.96 $216K - $253K
61.9K $6.47M
IWM
Ishares Russell 2000 ETF

ETFs
-550
- 1.85%
$198.1 - $229.79 $109K - $126K
29.1K $5.81M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-389
- 1.39%
$157.11 - $206.52 $61.1K - $80.3K
27.6K $4.63M
USB
Us Bancorp \De\

Financial Services
-522
- 0.58%
$40.92 - $50.9 $21.4K - $26.6K
90K $3.8M
DIS
Walt Disney CO

Communication Services
-391
- 1.15%
$96.87 - $114.0 $37.9K - $44.6K
33.5K $3.31M
PG
Procter & Gamble CO

Consumer Defensive
-2.51K
- 30.2%
$158.56 - $176.26 $398K - $442K
5.8K $988K
FCAL
First Tr Iii Calif Mun High In

ETFs
-5.81K
- 4.51%
$48.53 - $49.76 $282K - $289K
123K $5.97M
MSI
Motorola Solutions, Inc.

Technology
-47
- 0.37%
$411.73 - $482.1 $19.4K - $22.7K
12.7K $5.54M
VIG
Vanguard Dividend Appreciation

ETFs
-1.7K
- 60.2%
N/A
1.12K $204K
LMT
Lockheed Martin Corp

Industrials
-73
- 1.28%
$423.19 - $506.29 $30.9K - $37K
5.64K $2.52M
WMT
Walmart Inc.

Consumer Defensive
-146
- 0.25%
$84.5 - $105.05 $12.3K - $15.3K
57.4K $5.04M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.5K
- 27.45%
$78.97 - $85.82 $118K - $129K
3.97K $328K
EFV
Msci Eafe Value ETF

ETFs
-2K
- 25.79%
$51.88 - $60.73 $104K - $121K
5.76K $339K
SWK
Stanley Black & Decker, Inc.

Industrials
-104
- 2.08%
$76.43 - $90.41 $7.95K - $9.4K
4.89K $376K
ABT
Abbott Laboratories

Healthcare
-1
- 0.04%
$111.1 - $140.22 $111 - $140
2.51K $333K
AMGN
Amgen Inc

Healthcare
-151
- 6.87%
$258.59 - $327.36 $39K - $49.4K
2.05K $637K
UNP
Union Pacific Corp

Industrials
-131
- 0.67%
$225.21 - $254.42 $29.5K - $33.3K
19.5K $4.61M
TAP
Molson Coors Beverage CO

Consumer Defensive
-318
- 0.58%
$52.44 - $62.91 $16.7K - $20K
54.4K $3.31M
D
Dominion Energy, Inc

Utilities
-129
- 0.15%
$52.85 - $57.43 $6.82K - $7.41K
85.7K $4.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-107
- 0.85%
$279.74 - $321.29 $29.9K - $34.4K
12.5K $3.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.31K
- 3.08%
$74.85 - $84.89 $248K - $281K
104K $8.52M
ABBV
Abb Vie Inc.

Healthcare
-317
- 1.02%
$169.2 - $216.66 $53.6K - $68.7K
30.8K $6.45M
Activity Summary
Buys All Purchases 53 New Holdings 3 Increased Positions 50 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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