HighTower 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 | $1.12M | Buy |
19,119
+2,327
| +14% | +$142K | ﹤0.01% | 2105 |
|
|
2025
Q4 | $965K | Buy |
16,792
+15
| +0.1% | +$863 | ﹤0.01% | 2147 |
|
|
2025
Q3 | $984K | Sell |
16,777
-253
| -1% | -$14.6K | ﹤0.01% | 2108 |
|
|
2025
Q2 | $968K | Sell |
17,030
-119
| -0.7% | -$6.61K | ﹤0.01% | 2032 |
|
|
2025
Q1 | $975K | Buy |
17,149
+1,269
| +8% | +$78.6K | ﹤0.01% | 1977 |
|
|
2024
Q4 | $979K | Sell |
15,880
-389
| -2% | -$24.9K | ﹤0.01% | 1977 |
|
|
2024
Q3 | $944K | Buy |
16,269
+136
| +0.8% | +$7.79K | ﹤0.01% | 1959 |
|
|
2024
Q2 | $759K | Sell |
16,133
-311
| -2% | -$14.1K | ﹤0.01% | 2028 |
|
|
2024
Q1 | $786K | Buy |
16,444
+8
| +0% | +$373 | ﹤0.01% | 1959 |
|
|
2023
Q4 | $853K | Sell |
16,436
-1,032
| -6% | -$46.4K | ﹤0.01% | 1929 |
|
|
2023
Q3 | $734K | Sell |
17,468
-5,656
| -24% | -$268K | ﹤0.01% | 1964 |
|
|
2023
Q2 | $1.08M | Buy |
23,124
+395
| +2% | +$19.4K | ﹤0.01% | 1709 |
|
|
2023
Q1 | $1.19M | Buy |
22,729
+2,856
| +14% | +$167K | ﹤0.01% | 1569 |
|
|
2022
Q4 | $1.25M | Buy |
19,873
+10
| +0.1% | +$625 | ﹤0.01% | 1548 |
|
|
2022
Q3 | $1.2M | Sell |
19,863
-590
| -3% | -$38.9K | ﹤0.01% | 1509 |
|
|
2022
Q2 | $1.29M | Sell |
20,453
-144
| -0.7% | -$9.43K | ﹤0.01% | 1493 |
|
|
2022
Q1 | $1.45M | Buy |
20,597
+540
| +3% | +$39.3K | ﹤0.01% | 1553 |
|
|
2021
Q4 | $1.5M | Sell |
20,057
-5,215
| -21% | -$380K | ﹤0.01% | 1536 |
|
|
2021
Q3 | $1.73M | Sell |
25,272
-78
| -0.3% | -$5.6K | ﹤0.01% | 1342 |
|
|
2021
Q2 | $1.92M | Buy |
25,350
+4,625
| +22% | +$364K | 0.01% | 1245 |
|
|
2021
Q1 | $1.59M | Buy |
20,725
+21
| +0.1% | +$1.51K | 0.01% | 1259 |
|
|
2020
Q4 | $1.29M | Sell |
20,704
-275
| -1% | -$16.9K | 0.01% | 1129 |
|
|
2020
Q3 | $1.15M | Sell |
20,979
-208
| -1% | -$12K | 0.01% | 1144 |
|
|
2020
Q2 | $1.21M | Sell |
21,187
-367
| -2% | -$21.6K | 0.01% | 1031 |
|
|
2020
Q1 | $1.27M | Sell |
21,554
-1,910
| -8% | -$124K | 0.01% | 907 |
|
|
2019
Q4 | $1.66M | Sell |
23,464
-1,083
| -4% | -$72.6K | 0.01% | 920 |
|
|
2019
Q3 | $1.52M | Sell |
24,547
-1,290
| -5% | -$81.5K | 0.01% | 987 |
|
|
2019
Q2 | $1.71M | Buy |
25,837
+614
| +2% | +$39.3K | 0.01% | 966 |
|
|
2019
Q1 | $1.51M | Sell |
25,223
-331
| -1% | -$20.4K | 0.01% | 967 |
|
|
2018
Q4 | $1.49M | Sell |
25,554
-148
| -0.6% | -$8.94K | 0.01% | 883 |
|
|
2018
Q3 | $1.57M | Sell |
25,702
-1,379
| -5% | -$87.9K | 0.01% | 922 |
|
|
2018
Q2 | $1.6M | Sell |
27,081
-1,804
| -6% | -$105K | 0.01% | 932 |
|
|
2018
Q1 | $1.54M | Buy |
28,885
+304
| +1% | +$16.6K | 0.01% | 898 |
|
|
2017
Q4 | $1.53M | Sell |
28,581
-306
| -1% | -$16.6K | 0.01% | 917 |
|
|
2017
Q3 | $1.59M | Buy |
28,887
+480
| +2% | +$25.7K | 0.01% | 908 |
|
|
2017
Q2 | $1.58M | Sell |
28,407
-880
| -3% | -$48.7K | 0.01% | 888 |
|
|
2017
Q1 | $1.61M | Buy |
29,287
+805
| +3% | +$47K | 0.02% | 839 |
|
|
2016
Q4 | $1.76M | Sell |
28,482
-6,524
| -19% | -$349K | 0.02% | 748 |
|
|
2016
Q3 | $1.68M | Buy |
35,006
+4,355
| +14% | +$197K | 0.02% | 721 |
|
|
2016
Q2 | $1.26M | Sell |
30,651
-4,877
| -14% | -$194K | 0.02% | 778 |
|
|
2016
Q1 | $1.35M | Sell |
35,528
-808
| -2% | -$30.1K | 0.02% | 884 |
|
|
2015
Q4 | $1.45M | Sell |
36,336
-84
| -0.2% | -$3.41K | 0.02% | 773 |
|
|
2015
Q3 | $1.35M | Buy |
+36,420
| New | +$1.35M | 0.02% | 747 |
|
|
2015
Q1 | – | Sell |
-9,811
| Closed | -$374K | – | 1619 |
|
|
2014
Q4 | $374K | Buy |
9,811
+109
| +1% | +$4K | 0.01% | 1147 |
|
|
2014
Q3 | $326K | Sell |
9,702
-74
| -0.8% | -$2.62K | 0.01% | 1175 |
|
|
2014
Q2 | $354K | Sell |
9,776
-186
| -2% | -$6.87K | 0.01% | 1180 |
|
|
2014
Q1 | $389K | Buy |
9,962
+291
| +3% | +$10.8K | 0.01% | 1070 |
|
|
2013
Q4 | $384K | Sell |
9,671
-509
| -5% | -$18.8K | 0.01% | 1068 |
|
|
2013
Q3 | $347K | Sell |
10,180
-2,061
| -17% | -$69K | 0.01% | 975 |
|
|
2013
Q2 | $377K | Buy |
+12,241
| New | +$357K | 0.01% | 898 |
|
Other funds holding CBU
VPM
VCM
