Brown, Lisle/Cummings’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 Q1	$56.8K	Buy	968 +8	+0.8%	+$490	0.01%	341
2025 Q4	$55.2K	Buy	960 +8	+0.8%	+$460	0.01%	333
2025 Q3	$55.9K	Buy	952 +7	+0.7%	+$405	0.01%	331
2025 Q2	$53.8K	Buy	945 +8	+0.9%	+$444	0.01%	329
2025 Q1	$53.3K	Buy	937 +8	+0.9%	+$496	0.02%	323
2024 Q4	$57.3K	Buy	929 +7	+0.8%	+$448	0.02%	316
2024 Q3	$53.5K	Buy	922 +9	+1%	+$515	0.02%	311
2024 Q2	$43.1K	Sell	913 -191	-17%	-$8.64K	0.01%	323
2024 Q1	$53K	Buy	1,104 +404	+58%	+$18.9K	0.02%	286
2023 Q4	$36.5K	Sell	700 -1,123	-62%	-$50.5K	0.01%	316
2023 Q3	$77K	Buy	1,823 +18	+1%	+$853	0.03%	241
2023 Q2	$84.6K	Buy	1,805 +504	+39%	+$24.7K	0.04%	241
2023 Q1	$68.3K	Buy	1,301 +768	+144%	+$45K	0.03%	250
2022 Q4	$33.6K	Buy	533 +4	+0.8%	+$250	0.02%	288
2022 Q3	$31.8K	Buy	529 +3	+0.6%	+$198	0.02%	286
2022 Q2	$33.3K	Buy	526 +4	+0.8%	+$262	0.02%	285
2022 Q1	$36.6K	Buy	522 +2	+0.4%	+$145	0.02%	287
2021 Q4	$38.7K	Buy	+520	New	+$37.9K	0.02%	286