First National Trust’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $316K | Sell |
|
|||||
|
2024
Q2 | $302K | Sell |
|
|||||
|
2024
Q1 | $431K | Hold |
|
|||||
|
2023
Q4 | $475K | Hold |
|
|||||
|
2023
Q3 | $427K | Hold |
|
|||||
|
2023
Q2 | $413K | Hold |
|
|||||
|
2023
Q1 | $433K | Hold |
|
|||||
|
2022
Q4 | $427K | Hold |
|
|||||
|
2022
Q3 | $434K | Hold |
|
|||||
|
2022
Q2 | $456K | Hold |
|
|||||
|
2022
Q1 | $479K | Hold |
|
|||||
|
2021
Q4 | $480K | Buy |
|
|||||
|
2021
Q3 | $203K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $206K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $305K | Hold |
|
|||||
|
2019
Q3 | $281K | Hold |
|
|||||
|
2019
Q2 | $241K | Sell |
|
|||||
|
2019
Q1 | $250K | Hold |
|
|||||
|
2018
Q4 | $261K | Hold |
|
|||||
|
2018
Q3 | $324K | Hold |
|
|||||
|
2018
Q2 | $362K | Hold |
|
|||||
|
2018
Q1 | $326K | Sell |
|
|||||
|
2017
Q4 | $465K | Hold |
|
|||||
|
2017
Q3 | $451K | Hold |
|
|||||
|
2017
Q2 | $403K | Buy |
|
|||||
|
2017
Q1 | $386K | Buy |
|
|||||
|
2016
Q4 | $224K | Hold |
|
|||||
|
2016
Q3 | $202K | Buy |
|