Allegheny Financial Group’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 | $348K | Buy |
6,122
+10
| +0.2% | +$569 | 0.08% | 170 |
|
|
2025
Q1 | $348K | Sell |
6,112
-162
| -3% | -$9.21K | 0.09% | 165 |
|
|
2024
Q4 | $387K | Buy |
6,274
+135
| +2% | +$8.33K | 0.1% | 151 |
|
|
2024
Q3 | $356K | Sell |
6,139
-70
| -1% | -$4.07K | 0.09% | 175 |
|
|
2024
Q2 | $293K | Buy |
6,209
+10
| +0.2% | +$472 | 0.08% | 178 |
|
|
2024
Q1 | $298K | Buy |
6,199
+9
| +0.1% | +$432 | 0.09% | 166 |
|
|
2023
Q4 | $323K | Buy |
6,190
+11
| +0.2% | +$573 | 0.1% | 155 |
|
|
2023
Q3 | $261K | Buy |
+6,179
| New | +$261K | 0.1% | 156 |
|