Atria Investments’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 | $871K | Buy |
15,321
+5,489
| +56% | +$312K | 0.01% | 1114 |
|
|
2025
Q1 | $559K | Buy |
9,832
+993
| +11% | +$56.5K | 0.01% | 1290 |
|
|
2024
Q4 | $545K | Buy |
8,839
+1,218
| +16% | +$75.1K | 0.01% | 1285 |
|
|
2024
Q3 | $443K | Buy |
7,621
+1,787
| +31% | +$104K | 0.01% | 1395 |
|
|
2024
Q2 | $275K | Buy |
+5,834
| New | +$275K | ﹤0.01% | 1640 |
|