Corient Private Wealth’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 | $550K | Sell |
9,678
-19
| -0.2% | -$1.08K | ﹤0.01% | 1745 |
|
|
2025
Q1 | $551K | Buy |
9,697
+1,171
| +14% | +$66.6K | ﹤0.01% | 1550 |
|
|
2024
Q4 | $526K | Buy |
8,526
+327
| +4% | +$20.2K | ﹤0.01% | 1588 |
|
|
2024
Q3 | $476K | Buy |
8,199
+13
| +0.2% | +$755 | ﹤0.01% | 1735 |
|
|
2024
Q2 | $386K | Buy |
8,186
+135
| +2% | +$6.37K | ﹤0.01% | 1769 |
|
|
2024
Q1 | $387K | Buy |
8,051
+354
| +5% | +$17K | ﹤0.01% | 1757 |
|
|
2023
Q4 | $401K | Buy |
+7,697
| New | +$401K | ﹤0.01% | 1724 |
|
|
2023
Q3 | – | Sell |
-5,083
| Closed | -$238K | – | 2147 |
|
|
2023
Q2 | $238K | Buy |
5,083
+577
| +13% | +$27.1K | ﹤0.01% | 1792 |
|
|
2023
Q1 | $237K | Buy |
+4,506
| New | +$237K | ﹤0.01% | 1706 |
|