Concourse Financial Group Securities’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 |
-366
| Closed | -$23.7K | – | 1298 |
|
|
2024
Q4 | $23.7K | Buy |
366
+38
| +12% | +$2.47K | ﹤0.01% | 1499 |
|
|
2024
Q3 | $19.2K | Buy |
328
+12
| +4% | +$702 | ﹤0.01% | 1523 |
|
|
2024
Q2 | $15.1K | Buy |
316
+6
| +2% | +$286 | ﹤0.01% | 1585 |
|
|
2024
Q1 | $15K | Buy |
310
+97
| +46% | +$4.7K | ﹤0.01% | 1588 |
|
|
2023
Q4 | $11.2K | Buy |
213
+73
| +52% | +$3.83K | ﹤0.01% | 1648 |
|
|
2023
Q3 | $5.97K | Hold |
140
| – | – | ﹤0.01% | 1767 |
|
|
2023
Q2 | $6.6K | Buy |
140
+76
| +119% | +$3.58K | ﹤0.01% | 1768 |
|
|
2023
Q1 | $3.37K | Buy |
64
+38
| +146% | +$2K | ﹤0.01% | 1955 |
|
|
2022
Q4 | $1.65K | Hold |
26
| – | – | ﹤0.01% | 2068 |
|
|
2022
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 1784 |
|
|
2022
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 2004 |
|
|
2022
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1996 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3103 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3084 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3007 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2949 |
|
|
2020
Q4 | – | Sell |
-1,711
| Closed | -$94K | – | 2890 |
|
|
2020
Q3 | $94K | Hold |
1,711
| – | – | 0.01% | 805 |
|
|
2020
Q2 | $98K | Hold |
1,711
| – | – | 0.01% | 733 |
|
|
2020
Q1 | $101K | Hold |
1,711
| – | – | 0.01% | 652 |
|
|
2019
Q4 | $122K | Hold |
1,711
| – | – | 0.01% | 641 |
|
|
2019
Q3 | $106K | Hold |
1,711
| – | – | 0.03% | 431 |
|
|
2019
Q2 | $113K | Buy |
+1,711
| New | +$113K | 0.01% | 630 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2725 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2594 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2138 |
|