Advantage Alpha Capital Partners’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,937
| Closed | -$224K | – | 129 |
|
|
2025
Q1 | $224K | Sell |
3,937
-6,117
| -61% | -$348K | 0.05% | 126 |
|
|
2024
Q4 | $620K | Buy |
10,054
+1,144
| +13% | +$70.6K | 0.15% | 109 |
|
|
2024
Q3 | $517K | Buy |
8,910
+1,844
| +26% | +$107K | 0.12% | 113 |
|
|
2024
Q2 | $334K | Sell |
7,066
-742
| -10% | -$35K | 0.07% | 138 |
|
|
2024
Q1 | $375K | Sell |
7,808
-2,708
| -26% | -$130K | 0.07% | 145 |
|
|
2023
Q4 | $548K | Buy |
+10,516
| New | +$548K | 0.1% | 111 |
|