EverSource Wealth Advisors’s Community Bank CBU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$46.3K	Buy	789 +13	+2%	+$796	﹤0.01%	1949
2025 Q4	$44.6K	Buy	776 +44	+6%	+$2.53K	﹤0.01%	1819
2025 Q3	$42.9K	Sell	732 -49	-6%	-$2.84K	﹤0.01%	1811
2025 Q2	$44.4K	Buy	781 +499	+177%	+$27.7K	﹤0.01%	1700
2025 Q1	$16K	Buy	282 +60	+27%	+$3.72K	﹤0.01%	1821
2024 Q4	$13.7K	Buy	222 +62	+39%	+$3.97K	﹤0.01%	1841
2024 Q3	$9.29K	Hold	160	–	–	﹤0.01%	1909
2024 Q2	$9.87K	Buy	160 +35	+28%	+$1.58K	﹤0.01%	1860
2024 Q1	$5.4K	Buy	125 +67	+116%	+$3.13K	﹤0.01%	2014
2023 Q4	$3.02K	Buy	+58	New	+$2.61K	﹤0.01%	2049
2023 Q3	–	Sell	-127	Closed	-$6.02K	–	2533
2023 Q2	$5.95K	Buy	+127	New	+$6.22K	﹤0.01%	1655
2022 Q4	–	Sell	-44	Closed	-$3K	–	2323
2022 Q3	$3K	Hold	44	–	–	﹤0.01%	1511
2022 Q2	$3K	Sell	44 -49	-53%	-$3.21K	﹤0.01%	1384
2022 Q1	$6K	Hold	93	–	–	﹤0.01%	1170
2021 Q4	$7K	Buy	+93	New	+$6.78K	﹤0.01%	1091