Cerity Partners’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,891
| Closed | -$233K | – | 2489 |
|
|
2024
Q4 | $233K | Sell |
3,891
-1,457
| -27% | -$87.4K | ﹤0.01% | 2167 |
|
|
2024
Q3 | $311K | Buy |
+5,348
| New | +$311K | ﹤0.01% | 2032 |
|
|
2023
Q2 | – | Sell |
-443
| Closed | -$841K | – | 1686 |
|
|
2023
Q1 | $841K | Buy |
+443
| New | +$841K | ﹤0.01% | 1056 |
|