Alliance Wealth Advisors (Pennsylvania)’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 Q2	$1.33M	Sell	19,775 -1,050	-5%	-$66.4K	0.43%	35
2026 Q1	$1.22M	Hold	20,825	–	–	0.53%	32
2025 Q4	$1.2M	Buy	20,825 +10,150	+95%	+$584K	0.52%	34
2025 Q3	$626K	Sell	10,675 -336	-3%	-$19.5K	0.28%	57
2025 Q2	$626K	Sell	11,011 -359	-3%	-$19.9K	0.32%	52
2025 Q1	$646K	Hold	11,370	–	–	0.37%	48
2024 Q4	$701K	Sell	11,370 -6,576	-37%	-$421K	0.39%	51
2024 Q3	$1.04M	Sell	17,946 -1,015	-5%	-$58.1K	0.6%	35
2024 Q2	$895K	Hold	18,961	–	–	0.56%	35
2024 Q1	$911K	Sell	18,961 -136	-0.7%	-$6.35K	0.57%	35
2023 Q4	$995K	Hold	19,097	–	–	0.66%	30
2023 Q3	$806K	Buy	19,097 +1,644	+9%	+$77.9K	0.58%	34
2023 Q2	$818K	Sell	17,453 -402	-2%	-$19.7K	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%	-$189K	0.98%	25
2022 Q1	$1.46M	Sell	20,737 -622	-3%	-$45.2K	1.21%	22
2021 Q4	$1.59M	Hold	21,359	–	–	1.3%	22
2021 Q3	$1.46M	Buy	21,359 +2,029	+10%	+$146K	1.29%	22
2021 Q2	$1.46M	Sell	19,330 -77	-0.4%	-$6.07K	1.32%	22
2021 Q1	$1.49M	Sell	19,407 -700	-3%	-$50.3K	1.47%	20
2020 Q4	$1.25M	Buy	+20,107	New	+$1.23M	1.32%	25