Caldwell Sutter Capital’s Pathfinder Bancorp PBHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
14,773
| – | – | 0.1% | 182 |
|
|
2025
Q1 | $243K | Hold |
14,773
| – | – | 0.12% | 174 |
|
|
2024
Q4 | $258K | Hold |
14,773
| – | – | 0.12% | 168 |
|
|
2024
Q3 | $234K | Sell |
14,773
-600
| -4% | -$9.51K | 0.11% | 178 |
|
|
2024
Q2 | $203K | Hold |
15,373
| – | – | 0.1% | 197 |
|
|
2024
Q1 | $191K | Hold |
15,373
| – | – | 0.09% | 206 |
|
|
2023
Q4 | $215K | Hold |
15,373
| – | – | 0.11% | 182 |
|
|
2023
Q3 | $205K | Hold |
15,373
| – | – | 0.11% | 173 |
|
|
2023
Q2 | $214K | Hold |
15,373
| – | – | 0.11% | 169 |
|
|
2023
Q1 | $265K | Hold |
15,373
| – | – | 0.19% | 101 |
|
|
2022
Q4 | $294K | Buy |
+15,373
| New | +$294K | 0.26% | 80 |
|