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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $626K | Sell |
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|
2025
Q2 | $626K | Sell |
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|
2025
Q1 | $646K | Hold |
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|
2024
Q4 | $701K | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $895K | Hold |
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|
2024
Q1 | $911K | Sell |
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|
2023
Q4 | $995K | Hold |
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|
2023
Q3 | $806K | Buy |
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|
2023
Q2 | $818K | Sell |
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|
2023
Q1 | $937K | Hold |
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|
2022
Q4 | $1.12M | Hold |
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|
2022
Q3 | $1.07M | Hold |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.46M | Sell |
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|
2021
Q4 | $1.59M | Hold |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $1.46M | Sell |
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|
2021
Q1 | $1.49M | Sell |
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|
2020
Q4 | $1.25M | Buy |
|