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