Center for Financial Planning’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 | $44.4K | Hold |
780
| – | – | 0.01% | 308 |
|
|
2025
Q1 | $44.4K | Hold |
780
| – | – | 0.01% | 294 |
|
|
2024
Q4 | $48.1K | Hold |
780
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $45.3K | Hold |
780
| – | – | 0.01% | 269 |
|
|
2024
Q2 | $36.8K | Hold |
780
| – | – | 0.01% | 273 |
|
|
2024
Q1 | $37.5K | Hold |
780
| – | – | 0.01% | 273 |
|
|
2023
Q4 | $40.6K | Hold |
780
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $32.9K | Hold |
780
| – | – | 0.01% | 253 |
|
|
2023
Q2 | $36.6K | Hold |
780
| – | – | 0.01% | 267 |
|
|
2023
Q1 | $40.9K | Hold |
780
| – | – | 0.01% | 239 |
|
|
2022
Q4 | $49.1K | Hold |
780
| – | – | 0.01% | 220 |
|
|
2022
Q3 | $47K | Hold |
780
| – | – | 0.01% | 214 |
|
|
2022
Q2 | $49K | Hold |
780
| – | – | 0.01% | 218 |
|
|
2022
Q1 | $55K | Hold |
780
| – | – | 0.01% | 221 |
|
|
2021
Q4 | $58K | Hold |
780
| – | – | 0.01% | 214 |
|
|
2021
Q3 | $53K | Hold |
780
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $59K | Hold |
780
| – | – | 0.01% | 205 |
|
|
2021
Q1 | $60K | Hold |
780
| – | – | 0.02% | 199 |
|
|
2020
Q4 | $49K | Sell |
780
-400
| -34% | -$25.1K | 0.01% | 201 |
|
|
2020
Q3 | $64K | Hold |
1,180
| – | – | 0.02% | 168 |
|
|
2020
Q2 | $67K | Hold |
1,180
| – | – | 0.02% | 166 |
|
|
2020
Q1 | $69K | Hold |
1,180
| – | – | 0.02% | 155 |
|
|
2019
Q4 | $84K | Buy |
+1,180
| New | +$84K | 0.02% | 149 |
|