Caldwell Trust’s Codorus Valley Bancorp Inc CVLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-884
| Closed | -$21.3K | – | 728 |
|
|
2024
Q2 | $21.3K | Hold |
884
| – | – | ﹤0.01% | 536 |
|
|
2024
Q1 | $20.1K | Hold |
884
| – | – | ﹤0.01% | 551 |
|
|
2023
Q4 | $22.7K | Hold |
884
| – | – | ﹤0.01% | 540 |
|
|
2023
Q3 | $16.5K | Hold |
884
| – | – | ﹤0.01% | 569 |
|
|
2023
Q2 | $17.3K | Hold |
884
| – | – | ﹤0.01% | 576 |
|
|
2023
Q1 | $18.3K | Hold |
884
| – | – | ﹤0.01% | 561 |
|
|
2022
Q4 | $21K | Hold |
884
| – | – | ﹤0.01% | 528 |
|
|
2022
Q3 | $16.7K | Hold |
884
| – | – | ﹤0.01% | 552 |
|
|
2022
Q2 | $19.9K | Hold |
884
| – | – | ﹤0.01% | 544 |
|
|
2022
Q1 | $19.4K | Hold |
884
| – | – | ﹤0.01% | 572 |
|
|
2021
Q4 | $19K | Hold |
884
| – | – | ﹤0.01% | 572 |
|
|
2021
Q3 | $19.9K | Hold |
884
| – | – | ﹤0.01% | 563 |
|
|
2021
Q2 | $17.7K | Hold |
884
| – | – | ﹤0.01% | 582 |
|
|
2021
Q1 | $16.3K | Hold |
884
| – | – | ﹤0.01% | 581 |
|
|
2020
Q4 | $15K | Hold |
884
| – | – | ﹤0.01% | 583 |
|
|
2020
Q3 | $11.6K | Hold |
884
| – | – | ﹤0.01% | 596 |
|
|
2020
Q2 | $12.2K | Hold |
884
| – | – | ﹤0.01% | 613 |
|
|
2020
Q1 | $14.2K | Hold |
884
| – | – | ﹤0.01% | 591 |
|
|
2019
Q4 | $20.4K | Buy |
+884
| New | +$19.4K | ﹤0.01% | 586 |
|
Caldwell Trust's CVLY Position: Q3 2024 in Review
Caldwell Trust sold out of Codorus Valley Bancorp Inc (CVLY) in Q3 2024, closing a stake of 884 shares — an estimated $21.3K sold.
Caldwell Trust first reported a position in CVLY in Q4 2019 and held it in 19 quarters. The position peaked at $22.7K in Q4 2023. 0 funds tracked by Wall St. Rank hold CVLY as of Q3 2024.
- Caldwell Trust reported no remaining Codorus Valley Bancorp Inc position as of Q3 2024 after selling out during the quarter.
- Caldwell Trust sold 884 Codorus Valley Bancorp Inc shares in Q3 2024, an estimated $21.3K.
- Caldwell Trust first reported a position in Codorus Valley Bancorp Inc in Q4 2019 and held it in 19 quarters.
- Caldwell Trust's Codorus Valley Bancorp Inc position peaked at $22.7K in Q4 2023.
- 0 funds tracked by Wall St. Rank held Codorus Valley Bancorp Inc as of Q3 2024.
Based on Caldwell Trust's 13F filing for Q3 2024, filed 24 Sep 2025.