Algert Global’s Community Bank CBU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.92M Sell
51,328
-6,280
-11% -$357K 0.06% 508
2025
Q1
$3.28M Sell
57,608
-11,370
-16% -$647K 0.08% 424
2024
Q4
$4.26M Buy
68,978
+4,785
+7% +$295K 0.1% 335
2024
Q3
$3.73M Buy
64,193
+50,590
+372% +$2.94M 0.1% 348
2024
Q2
$642K Buy
+13,603
New +$642K 0.02% 815
2023
Q2
Sell
-19,729
Closed -$1.04M 1101
2023
Q1
$1.04M Sell
19,729
-33,754
-63% -$1.77M 0.05% 625
2022
Q4
$3.37M Sell
53,483
-227
-0.4% -$14.3K 0.19% 151
2022
Q3
$3.23M Buy
53,710
+11,992
+29% +$721K 0.2% 133
2022
Q2
$2.64M Buy
41,718
+19,331
+86% +$1.22M 0.2% 109
2022
Q1
$1.57M Buy
22,387
+15,333
+217% +$1.08M 0.1% 322
2021
Q4
$525K Sell
7,054
-950
-12% -$70.7K 0.07% 517
2021
Q3
$548K Buy
+8,004
New +$548K 0.07% 504