Alliance Wealth Advisors (Pennsylvania)’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 | $626K | Sell |
11,011
-359
| -3% | -$20.4K | 0.32% | 49 |
|
|
2025
Q1 | $646K | Hold |
11,370
| – | – | 0.37% | 45 |
|
|
2024
Q4 | $701K | Sell |
11,370
-6,576
| -37% | -$406K | 0.39% | 49 |
|
|
2024
Q3 | $1.04M | Sell |
17,946
-1,015
| -5% | -$58.9K | 0.6% | 34 |
|
|
2024
Q2 | $895K | Hold |
18,961
| – | – | 0.56% | 35 |
|
|
2024
Q1 | $911K | Sell |
18,961
-136
| -0.7% | -$6.53K | 0.57% | 35 |
|
|
2023
Q4 | $995K | Hold |
19,097
| – | – | 0.66% | 30 |
|
|
2023
Q3 | $806K | Buy |
19,097
+1,644
| +9% | +$69.4K | 0.58% | 34 |
|
|
2023
Q2 | $818K | Sell |
17,453
-402
| -2% | -$18.8K | 0.58% | 35 |
|
|
2023
Q1 | $937K | Hold |
17,855
| – | – | 0.7% | 31 |
|
|
2022
Q4 | $1.12M | Hold |
17,855
| – | – | 0.94% | 26 |
|
|
2022
Q3 | $1.07M | Hold |
17,855
| – | – | 1% | 24 |
|
|
2022
Q2 | $1.13M | Sell |
17,855
-2,882
| -14% | -$182K | 0.98% | 25 |
|
|
2022
Q1 | $1.46M | Sell |
20,737
-622
| -3% | -$43.6K | 1.21% | 22 |
|
|
2021
Q4 | $1.59M | Hold |
21,359
| – | – | 1.3% | 22 |
|
|
2021
Q3 | $1.46M | Buy |
21,359
+2,029
| +10% | +$139K | 1.29% | 22 |
|
|
2021
Q2 | $1.46M | Sell |
19,330
-77
| -0.4% | -$5.82K | 1.32% | 22 |
|
|
2021
Q1 | $1.49M | Sell |
19,407
-700
| -3% | -$53.7K | 1.47% | 20 |
|
|
2020
Q4 | $1.25M | Buy |
+20,107
| New | +$1.25M | 1.32% | 25 |
|