Farther Finance 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	$153K	Buy	2,568 +476	+23%	+$29.1K	﹤0.01%	2213
2025 Q4	$120K	Buy	2,092 +110	+6%	+$6.33K	﹤0.01%	2223
2025 Q3	$116K	Buy	1,982 +579	+41%	+$33.5K	﹤0.01%	1946
2025 Q2	$79.8K	Buy	1,403 +1,254	+842%	+$69.6K	﹤0.01%	1873
2025 Q1	$8.47K	Buy	149 +71	+91%	+$4.4K	﹤0.01%	2818
2024 Q4	$4.81K	Sell	78 -21	-21%	-$1.34K	﹤0.01%	2681
2024 Q3	$5.73K	Buy	99 +6	+6%	+$344	﹤0.01%	2585
2024 Q2	$4.36K	Buy	93 +73	+365%	+$3.3K	﹤0.01%	2458
2024 Q1	$945	Sell	20 -5	-20%	-$233	﹤0.01%	2801
2023 Q4	$1.3K	Buy	25 +7	+39%	+$315	﹤0.01%	2624
2023 Q3	$760	Buy	+18	New	+$853	﹤0.01%	2152