Brown, Lisle/Cummings’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 | $53.8K | Buy |
945
+8
| +0.9% | +$455 | 0.01% | 329 |
|
|
2025
Q1 | $53.3K | Buy |
937
+8
| +0.9% | +$455 | 0.02% | 323 |
|
|
2024
Q4 | $57.3K | Buy |
929
+7
| +0.8% | +$432 | 0.02% | 316 |
|
|
2024
Q3 | $53.5K | Buy |
922
+9
| +1% | +$523 | 0.02% | 311 |
|
|
2024
Q2 | $43.1K | Sell |
913
-191
| -17% | -$9.02K | 0.01% | 323 |
|
|
2024
Q1 | $53K | Buy |
1,104
+404
| +58% | +$19.4K | 0.02% | 286 |
|
|
2023
Q4 | $36.5K | Sell |
700
-1,123
| -62% | -$58.5K | 0.01% | 316 |
|
|
2023
Q3 | $77K | Buy |
1,823
+18
| +1% | +$760 | 0.03% | 241 |
|
|
2023
Q2 | $84.6K | Buy |
1,805
+504
| +39% | +$23.6K | 0.04% | 241 |
|
|
2023
Q1 | $68.3K | Buy |
1,301
+768
| +144% | +$40.3K | 0.03% | 250 |
|
|
2022
Q4 | $33.6K | Buy |
533
+4
| +0.8% | +$252 | 0.02% | 288 |
|
|
2022
Q3 | $31.8K | Buy |
529
+3
| +0.6% | +$180 | 0.02% | 286 |
|
|
2022
Q2 | $33.3K | Buy |
526
+4
| +0.8% | +$253 | 0.02% | 285 |
|
|
2022
Q1 | $36.6K | Buy |
522
+2
| +0.4% | +$140 | 0.02% | 287 |
|
|
2021
Q4 | $38.7K | Buy |
+520
| New | +$38.7K | 0.02% | 286 |
|