IFP Advisors’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2642 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$123 | – | 4376 |
|
|
2024
Q4 | $123 | Buy |
+2
| New | +$123 | ﹤0.01% | 3960 |
|
|
2023
Q1 | – | Sell |
-223
| Closed | -$27K | – | 3525 |
|
|
2022
Q4 | $27K | Sell |
223
-7
| -3% | -$848 | ﹤0.01% | 2666 |
|
|
2022
Q3 | $27K | Buy |
230
+1
| +0.4% | +$117 | ﹤0.01% | 2834 |
|
|
2022
Q2 | $27K | Hold |
229
| – | – | ﹤0.01% | 2606 |
|
|
2022
Q1 | $27K | Buy |
+229
| New | +$27K | ﹤0.01% | 2606 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3501 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3223 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3142 |
|
|
2020
Q4 | – | Sell |
-36
| Closed | -$2K | – | 3061 |
|
|
2020
Q3 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 2430 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2824 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2831 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2922 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3126 |
|
|
2018
Q4 | – | Sell |
-118
| Closed | -$7K | – | 3500 |
|
|
2018
Q3 | $7K | Hold |
118
| – | – | ﹤0.01% | 3001 |
|
|
2018
Q2 | $7K | Hold |
118
| – | – | ﹤0.01% | 3035 |
|
|
2018
Q1 | $6K | Hold |
118
| – | – | ﹤0.01% | 3053 |
|
|
2017
Q4 | $6K | Hold |
118
| – | – | ﹤0.01% | 3050 |
|
|
2017
Q3 | $7K | Hold |
118
| – | – | ﹤0.01% | 3169 |
|
|
2017
Q2 | $7K | Hold |
118
| – | – | ﹤0.01% | 3181 |
|
|
2017
Q1 | $6K | Hold |
118
| – | – | ﹤0.01% | 3155 |
|
|
2016
Q4 | $7K | Buy |
118
+31
| +36% | +$1.84K | ﹤0.01% | 3076 |
|
|
2016
Q3 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 3291 |
|