Forum Financial Management’s Chemung Financial Corp CHMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
6,949
| – | – | 0.01% | 604 |
|
|
2025
Q1 | $331K | Sell |
6,949
-11,935
| -63% | -$568K | 0.01% | 548 |
|
|
2024
Q4 | $922K | Buy |
18,884
+106
| +0.6% | +$5.17K | 0.02% | 218 |
|
|
2024
Q3 | $902K | Sell |
18,778
-90
| -0.5% | -$4.32K | 0.02% | 199 |
|
|
2024
Q2 | $906K | Hold |
18,868
| – | – | 0.02% | 187 |
|
|
2024
Q1 | $802K | Sell |
18,868
-180
| -0.9% | -$7.65K | 0.01% | 223 |
|
|
2023
Q4 | $949K | Hold |
19,048
| – | – | 0.02% | 172 |
|
|
2023
Q3 | $754K | Sell |
19,048
-170
| -0.9% | -$6.73K | 0.02% | 193 |
|
|
2023
Q2 | $738K | Hold |
19,218
| – | – | 0.02% | 205 |
|
|
2023
Q1 | $798K | Sell |
19,218
-2,700
| -12% | -$112K | 0.02% | 174 |
|
|
2022
Q4 | $1.01M | Hold |
21,918
| – | – | 0.03% | 134 |
|
|
2022
Q3 | $918K | Sell |
21,918
-450
| -2% | -$18.8K | 0.04% | 123 |
|
|
2022
Q2 | $1.05M | Hold |
22,368
| – | – | 0.05% | 120 |
|
|
2022
Q1 | $1.04M | Hold |
22,368
| – | – | 0.05% | 120 |
|
|
2021
Q4 | $1.04M | Buy |
+22,368
| New | +$1.04M | 0.05% | 122 |
|