Covestor’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 | $40K | Buy |
702
+140
| +25% | +$7.98K | 0.02% | 979 |
|
|
2025
Q1 | $32K | Buy |
562
+486
| +639% | +$27.7K | 0.02% | 1006 |
|
|
2024
Q4 | $5K | Sell |
76
-63
| -45% | -$4.15K | ﹤0.01% | 1708 |
|
|
2024
Q3 | $8K | Sell |
139
-282
| -67% | -$16.2K | 0.01% | 1645 |
|
|
2024
Q2 | $20K | Buy |
421
+242
| +135% | +$11.5K | 0.01% | 1194 |
|
|
2024
Q1 | $9K | Sell |
179
-457
| -72% | -$23K | 0.01% | 1637 |
|
|
2023
Q4 | $33K | Sell |
636
-119
| -16% | -$6.18K | 0.02% | 1004 |
|
|
2023
Q3 | $32K | Sell |
755
-658
| -47% | -$27.9K | 0.02% | 951 |
|
|
2023
Q2 | $66K | Buy |
1,413
+724
| +105% | +$33.8K | 0.05% | 655 |
|
|
2023
Q1 | $36K | Buy |
689
+207
| +43% | +$10.8K | 0.03% | 832 |
|
|
2022
Q4 | $30K | Sell |
482
-99
| -17% | -$6.16K | 0.02% | 909 |
|
|
2022
Q3 | $35K | Sell |
581
-1
| -0.2% | -$60 | 0.03% | 829 |
|
|
2022
Q2 | $37K | Sell |
582
-3
| -0.5% | -$191 | 0.03% | 816 |
|
|
2022
Q1 | $41K | Buy |
585
+265
| +83% | +$18.6K | 0.03% | 852 |
|
|
2021
Q4 | $24K | Buy |
+320
| New | +$24K | 0.03% | 810 |
|