Aquatic Capital Management’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 | $604K | Buy |
10,627
+4,364
| +70% | +$248K | 0.01% | 771 |
|
2025
Q1 | $356K | Buy |
6,263
+4,241
| +210% | +$241K | 0.01% | 822 |
|
2024
Q4 | $125K | Buy |
+2,022
| New | +$125K | ﹤0.01% | 1027 |
|
2024
Q2 | – | Sell |
-5,000
| Closed | -$240K | – | 1265 |
|
2024
Q1 | $240K | Buy |
+5,000
| New | +$240K | 0.01% | 723 |
|
2023
Q4 | – | Sell |
-10,800
| Closed | -$456K | – | 1353 |
|
2023
Q3 | $456K | Buy |
10,800
+9,100
| +535% | +$384K | 0.02% | 501 |
|
2023
Q2 | $80K | Buy |
+1,700
| New | +$80K | ﹤0.01% | 902 |
|
2022
Q4 | – | Sell |
-9,700
| Closed | -$583K | – | 1404 |
|
2022
Q3 | $583K | Buy |
9,700
+8,900
| +1,113% | +$535K | 0.06% | 378 |
|
2022
Q2 | $51K | Buy |
+800
| New | +$51K | 0.02% | 645 |
|