Commonwealth Equity Services’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 | $1.52M | Buy |
26,713
+1,064
| +4% | +$60.5K | ﹤0.01% | 2222 |
|
2025
Q1 | $1.46M | Buy |
25,649
+356
| +1% | +$20.2K | ﹤0.01% | 2166 |
|
2024
Q4 | $1.56M | Buy |
25,293
+750
| +3% | +$46.3K | ﹤0.01% | 2043 |
|
2024
Q3 | $1.43M | Sell |
24,543
-1,314
| -5% | -$76.3K | ﹤0.01% | 2060 |
|
2024
Q2 | $1.22M | Sell |
25,857
-1,077
| -4% | -$50.9K | ﹤0.01% | 2133 |
|
2024
Q1 | $1.29M | Buy |
26,934
+139
| +0.5% | +$6.68K | ﹤0.01% | 2073 |
|
2023
Q4 | $1.4M | Sell |
26,795
-82
| -0.3% | -$4.27K | ﹤0.01% | 1939 |
|
2023
Q3 | $1.14M | Sell |
26,877
-968
| -3% | -$40.9K | ﹤0.01% | 1991 |
|
2023
Q2 | $1.31M | Sell |
27,845
-86
| -0.3% | -$4.03K | ﹤0.01% | 1910 |
|
2023
Q1 | $1.47K | Buy |
27,931
+383
| +1% | +$20 | ﹤0.01% | 1763 |
|
2022
Q4 | $1.73M | Buy |
27,548
+204
| +0.7% | +$12.8K | ﹤0.01% | 1597 |
|
2022
Q3 | $1.64M | Sell |
27,344
-16
| -0.1% | -$961 | ﹤0.01% | 1560 |
|
2022
Q2 | $1.73M | Buy |
27,360
+302
| +1% | +$19.1K | ﹤0.01% | 1520 |
|
2022
Q1 | $1.9M | Buy |
27,058
+28
| +0.1% | +$1.96K | ﹤0.01% | 1539 |
|
2021
Q4 | $2.01M | Sell |
27,030
-2,075
| -7% | -$155K | ﹤0.01% | 1484 |
|
2021
Q3 | $1.99M | Buy |
29,105
+2,104
| +8% | +$144K | 0.01% | 1424 |
|
2021
Q2 | $2.04M | Sell |
27,001
-783
| -3% | -$59.2K | 0.01% | 1409 |
|
2021
Q1 | $2.13M | Sell |
27,784
-688
| -2% | -$52.8K | 0.01% | 1276 |
|
2020
Q4 | $1.77M | Sell |
28,472
-415
| -1% | -$25.9K | 0.01% | 1291 |
|
2020
Q3 | $1.57M | Buy |
28,887
+478
| +2% | +$26K | 0.01% | 1227 |
|
2020
Q2 | $1.62M | Buy |
28,409
+393
| +1% | +$22.4K | 0.01% | 1135 |
|
2020
Q1 | $1.65M | Sell |
28,016
-2,096
| -7% | -$123K | 0.01% | 986 |
|
2019
Q4 | $2.14M | Buy |
30,112
+1,176
| +4% | +$83.4K | 0.01% | 996 |
|
2019
Q3 | $1.79M | Buy |
28,936
+770
| +3% | +$47.5K | 0.01% | 1030 |
|
2019
Q2 | $1.85M | Sell |
28,166
-327
| -1% | -$21.5K | 0.01% | 1001 |
|
2019
Q1 | $1.7M | Sell |
28,493
-219
| -0.8% | -$13.1K | 0.01% | 996 |
|
2018
Q4 | $1.67M | Sell |
28,712
-189
| -0.7% | -$11K | 0.01% | 937 |
|
2018
Q3 | $1.76M | Sell |
28,901
-1,124
| -4% | -$68.6K | 0.01% | 990 |
|
2018
Q2 | $1.77M | Sell |
30,025
-2,816
| -9% | -$166K | 0.01% | 960 |
|
2018
Q1 | $1.76M | Buy |
32,841
+5,428
| +20% | +$291K | 0.01% | 942 |
|
2017
Q4 | $1.47M | Sell |
27,413
-294
| -1% | -$15.8K | 0.01% | 1009 |
|
2017
Q3 | $1.53M | Buy |
27,707
+3,877
| +16% | +$214K | 0.01% | 953 |
|
2017
Q2 | $1.33M | Sell |
23,830
-6,974
| -23% | -$389K | 0.01% | 1000 |
|
2017
Q1 | $1.69M | Buy |
30,804
+46
| +0.1% | +$2.53K | 0.01% | 830 |
|
2016
Q4 | $1.9M | Sell |
30,758
-14
| -0% | -$865 | 0.01% | 729 |
|
2016
Q3 | $1.48M | Sell |
30,772
-45,569
| -60% | -$2.19M | 0.01% | 817 |
|
2016
Q2 | $3.14M | Buy |
76,341
+10,471
| +16% | +$430K | 0.03% | 499 |
|
2016
Q1 | $2.52M | Sell |
65,870
-1,415
| -2% | -$54.1K | 0.02% | 545 |
|
2015
Q4 | $2.69M | Buy |
67,285
+8,150
| +14% | +$325K | 0.03% | 521 |
|
2015
Q3 | $2.2M | Sell |
59,135
-105
| -0.2% | -$3.9K | 0.02% | 551 |
|
2015
Q2 | $2.24M | Buy |
59,240
+1,571
| +3% | +$59.3K | 0.02% | 583 |
|
2015
Q1 | $2.04M | Buy |
57,669
+4,783
| +9% | +$169K | 0.02% | 594 |
|
2014
Q4 | $2.02M | Buy |
52,886
+10,038
| +23% | +$383K | 0.02% | 575 |
|
2014
Q3 | $1.44M | Buy |
+42,848
| New | +$1.44M | 0.02% | 686 |
|
2013
Q4 | – | Sell |
-29,046
| Closed | -$991K | – | 1935 |
|
2013
Q3 | $991K | Buy |
29,046
+3,712
| +15% | +$127K | 0.02% | 726 |
|
2013
Q2 | $782K | Buy |
+25,334
| New | +$782K | 0.01% | 793 |
|