Cambridge Investment Research Advisors’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 | $458K | Buy |
8,062
+270
| +3% | +$15.3K | ﹤0.01% | 2624 |
|
|
2025
Q1 | $443K | Buy |
7,792
+2
| +0% | +$114 | ﹤0.01% | 2549 |
|
|
2024
Q4 | $481K | Sell |
7,790
-3,351
| -30% | -$207K | ﹤0.01% | 2460 |
|
|
2024
Q3 | $647K | Sell |
11,141
-1,519
| -12% | -$88.2K | ﹤0.01% | 2205 |
|
|
2024
Q2 | $598K | Sell |
12,660
-517
| -4% | -$24.4K | ﹤0.01% | 2151 |
|
|
2024
Q1 | $633K | Sell |
13,177
-72
| -0.5% | -$3.46K | ﹤0.01% | 2064 |
|
|
2023
Q4 | $690K | Sell |
13,249
-171
| -1% | -$8.91K | ﹤0.01% | 1923 |
|
|
2023
Q3 | $566K | Sell |
13,420
-39
| -0.3% | -$1.65K | ﹤0.01% | 1987 |
|
|
2023
Q2 | $631K | Sell |
13,459
-173
| -1% | -$8.11K | ﹤0.01% | 1956 |
|
|
2023
Q1 | $716K | Buy |
13,632
+153
| +1% | +$8.04K | ﹤0.01% | 1806 |
|
|
2022
Q4 | $848K | Buy |
13,479
+15
| +0.1% | +$944 | ﹤0.01% | 1621 |
|
|
2022
Q3 | $809K | Buy |
13,464
+5,833
| +76% | +$350K | ﹤0.01% | 1618 |
|
|
2022
Q2 | $483K | Buy |
7,631
+12
| +0.2% | +$760 | ﹤0.01% | 1995 |
|
|
2022
Q1 | $534K | Buy |
7,619
+4
| +0.1% | +$280 | ﹤0.01% | 2044 |
|
|
2021
Q4 | $567K | Sell |
7,615
-22
| -0.3% | -$1.64K | ﹤0.01% | 2001 |
|
|
2021
Q3 | $523K | Buy |
7,637
+10
| +0.1% | +$685 | ﹤0.01% | 2016 |
|
|
2021
Q2 | $577K | Buy |
7,627
+10
| +0.1% | +$757 | ﹤0.01% | 1938 |
|
|
2021
Q1 | $584K | Sell |
7,617
-2,049
| -21% | -$157K | ﹤0.01% | 1788 |
|
|
2020
Q4 | $602K | Sell |
9,666
-1,137
| -11% | -$70.8K | ﹤0.01% | 1650 |
|
|
2020
Q3 | $588K | Buy |
10,803
+22
| +0.2% | +$1.2K | ﹤0.01% | 1511 |
|
|
2020
Q2 | $615K | Sell |
10,781
-264
| -2% | -$15.1K | ﹤0.01% | 1437 |
|
|
2020
Q1 | $649K | Buy |
11,045
+13
| +0.1% | +$764 | 0.01% | 1215 |
|
|
2019
Q4 | $783K | Sell |
11,032
-45
| -0.4% | -$3.19K | 0.01% | 1296 |
|
|
2019
Q3 | $683K | Buy |
11,077
+284
| +3% | +$17.5K | 0.01% | 1295 |
|
|
2019
Q2 | $711K | Buy |
10,793
+51
| +0.5% | +$3.36K | 0.01% | 1229 |
|
|
2019
Q1 | $642K | Sell |
10,742
-149
| -1% | -$8.91K | 0.01% | 1317 |
|
|
2018
Q4 | $635K | Buy |
10,891
+173
| +2% | +$10.1K | 0.01% | 1196 |
|
|
2018
Q3 | $655K | Buy |
10,718
+11
| +0.1% | +$672 | 0.01% | 1286 |
|
|
2018
Q2 | $632K | Buy |
10,707
+17
| +0.2% | +$1K | 0.01% | 1275 |
|
|
2018
Q1 | $573K | Sell |
10,690
-3,862
| -27% | -$207K | 0.01% | 1269 |
|
|
2017
Q4 | $782K | Buy |
14,552
+4,683
| +47% | +$252K | 0.01% | 1040 |
|
|
2017
Q3 | $545K | Buy |
9,869
+3,909
| +66% | +$216K | 0.01% | 1215 |
|
|
2017
Q2 | $332K | Buy |
5,960
+377
| +7% | +$21K | ﹤0.01% | 1452 |
|
|
2017
Q1 | $307K | Buy |
+5,583
| New | +$307K | 0.01% | 1363 |
|