Avantax Advisory Services’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 | $289K | Buy |
5,084
+94
| +2% | +$5.35K | ﹤0.01% | 1933 |
|
|
2025
Q1 | $284K | Buy |
4,990
+2
| +0% | +$114 | ﹤0.01% | 1871 |
|
|
2024
Q4 | $308K | Buy |
4,988
+59
| +1% | +$3.64K | ﹤0.01% | 1765 |
|
|
2024
Q3 | $286K | Buy |
4,929
+8
| +0.2% | +$465 | ﹤0.01% | 1790 |
|
|
2024
Q2 | $232K | Buy |
+4,921
| New | +$232K | ﹤0.01% | 1869 |
|
|
2024
Q1 | – | Sell |
-3,995
| Closed | -$208K | – | 1646 |
|
|
2023
Q4 | $208K | Buy |
+3,995
| New | +$208K | ﹤0.01% | 1457 |
|
|
2023
Q2 | – | Sell |
-3,845
| Closed | -$202K | – | 1514 |
|
|
2023
Q1 | $202K | Hold |
3,845
| – | – | ﹤0.01% | 1378 |
|
|
2022
Q4 | $242K | Buy |
+3,845
| New | +$242K | ﹤0.01% | 1221 |
|