Advisory Services Network’s Community Bank CBU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.6K	Buy	+249	New	+$15.2K	﹤0.01%	3364
2025 Q4	–	Sell	-277	Closed	-$16.2K	–	2190
2025 Q3	$16.2K	Buy	+277	New	+$16K	﹤0.01%	3050
2021 Q3	–	Sell	-5	Closed	–	–	1686
2021 Q2	$0	Buy	+5	New	+$394	﹤0.01%	3591
2021 Q1	–	Sell	-5	Closed	–	–	1577
2020 Q4	$0	Hold	5	–	–	﹤0.01%	3347
2020 Q3	$0	Buy	+5	New	+$288	﹤0.01%	3552
2019 Q4	–	Sell	-105	Closed	-$7K	–	3096
2019 Q3	$7K	Hold	105	–	–	﹤0.01%	2282
2019 Q2	$7K	Buy	+105	New	+$6.73K	﹤0.01%	2280
2016 Q1	–	Sell	-39	Closed	-$2K	–	1683
2015 Q4	$2K	Sell	39 -22	-36%	-$893	﹤0.01%	1328
2015 Q3	$2K	Hold	61	–	–	﹤0.01%	1318
2015 Q2	$2K	Hold	61	–	–	﹤0.01%	1261
2015 Q1	$2K	Hold	61	–	–	﹤0.01%	1176
2014 Q4	$2K	Buy	+61	New	+$2.24K	﹤0.01%	1081
2014 Q1	–	Sell	-62	Closed	-$2K	–	286
2013 Q4	$2K	Buy	+62	New	+$2.29K	﹤0.01%	990