IFP 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 | $30.7K | Buy |
524
+2
| +0.4% | +$122 | ﹤0.01% | 2535 |
|
|
2025
Q4 | $30K | Buy |
522
+436
| +507% | +$25.1K | ﹤0.01% | 2494 |
|
|
2025
Q3 | $5.04K | Buy |
+86
| New | +$4.98K | ﹤0.01% | 3245 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2642 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$123 | – | 4376 |
|
|
2024
Q4 | $123 | Buy |
+2
| New | +$128 | ﹤0.01% | 3960 |
|
|
2023
Q1 | – | Sell |
-223
| Closed | -$27K | – | 3525 |
|
|
2022
Q4 | $27K | Sell |
223
-7
| -3% | -$438 | ﹤0.01% | 2666 |
|
|
2022
Q3 | $27K | Buy |
230
+1
| +0.4% | +$66 | ﹤0.01% | 2833 |
|
|
2022
Q2 | $27K | Hold |
229
| – | – | ﹤0.01% | 2605 |
|
|
2022
Q1 | $27K | Buy |
+229
| New | +$16.7K | ﹤0.01% | 2605 |
|
|
2020
Q4 | – | Sell |
-36
| Closed | -$2.21K | – | 3101 |
|
|
2020
Q3 | $2K | Buy |
+36
| New | +$2.07K | ﹤0.01% | 2452 |
|
|
2018
Q4 | – | Sell |
-118
| Closed | -$7K | – | 3552 |
|
|
2018
Q3 | $7K | Hold |
118
| – | – | ﹤0.01% | 3037 |
|
|
2018
Q2 | $7K | Hold |
118
| – | – | ﹤0.01% | 3079 |
|
|
2018
Q1 | $6K | Hold |
118
| – | – | ﹤0.01% | 3053 |
|
|
2017
Q4 | $6K | Hold |
118
| – | – | ﹤0.01% | 3099 |
|
|
2017
Q3 | $7K | Hold |
118
| – | – | ﹤0.01% | 3209 |
|
|
2017
Q2 | $7K | Hold |
118
| – | – | ﹤0.01% | 3213 |
|
|
2017
Q1 | $6K | Hold |
118
| – | – | ﹤0.01% | 3190 |
|
|
2016
Q4 | $7K | Buy |
118
+31
| +36% | +$1.66K | ﹤0.01% | 3101 |
|
|
2016
Q3 | $4K | Buy |
+87
| New | +$3.93K | ﹤0.01% | 3308 |
|
Other funds holding CBU
VPM
VCM
