Center for Financial Planning’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $45.7K | Hold |
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|
2025
Q2 | $44.4K | Hold |
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|
2025
Q1 | $44.4K | Hold |
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|
2024
Q4 | $48.1K | Hold |
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|
2024
Q3 | $45.3K | Hold |
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|
2024
Q2 | $36.8K | Hold |
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|
2024
Q1 | $37.5K | Hold |
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|
2023
Q4 | $40.6K | Hold |
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|
2023
Q3 | $32.9K | Hold |
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|
2023
Q2 | $36.6K | Hold |
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|
2023
Q1 | $40.9K | Hold |
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|
2022
Q4 | $49.1K | Hold |
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|
2022
Q3 | $47K | Hold |
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|
2022
Q2 | $49K | Hold |
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|
2022
Q1 | $55K | Hold |
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|
2021
Q4 | $58K | Hold |
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|
2021
Q3 | $53K | Hold |
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|
2021
Q2 | $59K | Hold |
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|
2021
Q1 | $60K | Hold |
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|
2020
Q4 | $49K | Sell |
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|
2020
Q3 | $64K | Hold |
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|
2020
Q2 | $67K | Hold |
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|
2020
Q1 | $69K | Hold |
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|
2019
Q4 | $84K | Buy |
|