Global Retirement Partners’s CNB Financial Corp CCNE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-260	Closed	-$6.29K	–	4267
2025 Q3	$6.29K	Hold	260	–	–	﹤0.01%	2882
2025 Q2	$5.94K	Buy	+260	New	+$5.71K	﹤0.01%	2829
2024 Q4	$6.46K	Hold	260	–	–	﹤0.01%	2569
2024 Q3	$6.26K	Hold	260	–	–	﹤0.01%	2467
2024 Q2	$5.31K	Hold	260	–	–	﹤0.01%	2590
2024 Q1	$5.3K	Hold	260	–	–	﹤0.01%	2370
2023 Q4	$5.4K	Hold	260	–	–	﹤0.01%	2292
2023 Q3	$4.66K	Hold	260	–	–	﹤0.01%	2216
2023 Q2	$4.59K	Hold	260	–	–	﹤0.01%	2240
2023 Q1	$4.61K	Hold	260	–	–	﹤0.01%	2188
2022 Q4	$6.18K	Hold	260	–	–	﹤0.01%	1954
2022 Q3	$7K	Hold	260	–	–	﹤0.01%	1797
2022 Q2	$6K	Hold	260	–	–	﹤0.01%	1810
2022 Q1	$6K	Buy	+260	New	+$6.97K	﹤0.01%	1813
2021 Q4	–	Sell	-260	Closed	-$6K	–	466
2021 Q3	$6K	Buy	+260	New	+$6.24K	﹤0.01%	1551