De Lisle Partners’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Hold |
34,074
| – | – | 0.14% | 136 |
|
|
2025
Q1 | $973K | Hold |
34,074
| – | – | 0.16% | 138 |
|
|
2024
Q4 | $979K | Buy |
34,074
+4,819
| +16% | +$138K | 0.14% | 147 |
|
|
2024
Q3 | $823K | Buy |
29,255
+2,429
| +9% | +$68.3K | 0.13% | 154 |
|
|
2024
Q2 | $595K | Hold |
26,826
| – | – | 0.13% | 148 |
|
|
2024
Q1 | $585K | Buy |
+26,826
| New | +$585K | 0.14% | 144 |
|