Envestnet Asset Management’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Buy |
|
|||||
|
2025
Q1 | $4.78M | Buy |
|
|||||
|
2024
Q4 | $4.64M | Buy |
|
|||||
|
2024
Q3 | $3.74M | Buy |
|
|||||
|
2024
Q2 | $2.63M | Buy |
|
|||||
|
2024
Q1 | $2.29M | Buy |
|
|||||
|
2023
Q4 | $2M | Buy |
|
|||||
|
2023
Q3 | $1.18M | Buy |
|
|||||
|
2023
Q2 | $986K | Buy |
|
|||||
|
2023
Q1 | $1.04M | Buy |
|
|||||
|
2022
Q4 | $1.11M | Buy |
|
|||||
|
2022
Q3 | $1.05M | Buy |
|
|||||
|
2022
Q2 | $1.08M | Sell |
|
|||||
|
2022
Q1 | $1.51M | Sell |
|
|||||
|
2021
Q4 | $1.75M | Buy |
|
|||||
|
2021
Q3 | $1.45M | Buy |
|
|||||
|
2021
Q2 | $1.12M | Buy |
|
|||||
|
2021
Q1 | $717K | Buy |
|
|||||
|
2020
Q4 | $387K | Sell |
|
|||||
|
2020
Q3 | $360K | Buy |
|
|||||
|
2020
Q2 | $372K | Sell |
|
|||||
|
2020
Q1 | $427K | Buy |
|
|||||
|
2019
Q4 | $490K | Sell |
|
|||||
|
2019
Q3 | $517K | Sell |
|
|||||
|
2019
Q2 | $571K | Buy |
|
|||||
|
2019
Q1 | $445K | Sell |
|
|||||
|
2018
Q4 | $466K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $137K | Sell |
|
|||||
|
2018
Q1 | $144K | Buy |
|
|||||
|
2017
Q4 | $89K | Buy |
|
|||||
|
2017
Q3 | $85K | Sell |
|
|||||
|
2017
Q2 | $92K | Buy |
|
|||||
|
2017
Q1 | $77K | Buy |
|
|||||
|
2016
Q4 | $72K | Sell |
|
|||||
|
2016
Q3 | $56K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $56K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $2K | Buy |
|
|||||
|
2014
Q3 | $2K | Hold |
|
|||||
|
2014
Q2 | $2K | Hold |
|
|||||
|
2014
Q1 | $2K | Buy |
|
|||||
|
2013
Q4 | $2K | Sell |
|
|||||
|
2013
Q3 | $3K | Buy |
|
|||||
|
2013
Q2 | $1K | Buy |
|