Clearstead 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 | $63.9K | Sell |
1,124
-115
| -9% | -$6.54K | ﹤0.01% | 1202 |
|
|
2025
Q1 | $70.5K | Sell |
1,239
-40
| -3% | -$2.27K | ﹤0.01% | 1077 |
|
|
2024
Q4 | $78.9K | Sell |
1,279
-752
| -37% | -$46.4K | ﹤0.01% | 1066 |
|
|
2024
Q3 | $118K | Buy |
2,031
+31
| +2% | +$1.8K | ﹤0.01% | 988 |
|
|
2024
Q2 | $94.4K | Buy |
+2,000
| New | +$94.4K | ﹤0.01% | 1011 |
|