Inspire Investing’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 | $514K | Buy |
8,760
+621
| +8% | +$38K | 0.03% | 694 |
|
|
2025
Q4 | $468K | Buy |
8,139
+426
| +6% | +$24.5K | 0.04% | 529 |
|
|
2025
Q3 | $452K | Buy |
7,713
+881
| +13% | +$51K | 0.04% | 657 |
|
|
2025
Q2 | $389K | Buy |
6,832
+773
| +13% | +$42.9K | 0.04% | 610 |
|
|
2025
Q1 | $345K | Sell |
6,059
-440
| -7% | -$27.3K | 0.04% | 471 |
|
|
2024
Q4 | $401K | Sell |
6,499
-626
| -9% | -$40.1K | 0.04% | 555 |
|
|
2024
Q3 | $414K | Sell |
7,125
-359
| -5% | -$20.6K | 0.04% | 457 |
|
|
2024
Q2 | $353K | Buy |
7,484
+42
| +0.6% | +$1.9K | 0.04% | 473 |
|
|
2024
Q1 | $357K | Buy |
7,442
+54
| +0.7% | +$2.52K | 0.04% | 672 |
|
|
2023
Q4 | $385K | Buy |
7,388
+154
| +2% | +$6.92K | 0.04% | 482 |
|
|
2023
Q3 | $305K | Buy |
7,234
+564
| +8% | +$26.7K | 0.04% | 725 |
|
|
2023
Q2 | $313K | Buy |
6,670
+1,462
| +28% | +$71.7K | 0.04% | 716 |
|
|
2023
Q1 | $273K | Buy |
5,208
+1,457
| +39% | +$85.3K | 0.03% | 556 |
|
|
2022
Q4 | $236K | Buy |
3,751
+307
| +9% | +$19.2K | 0.03% | 465 |
|
|
2022
Q3 | $207K | Buy |
3,444
+107
| +3% | +$7.05K | 0.03% | 452 |
|
|
2022
Q2 | $211K | Sell |
3,337
-41
| -1% | -$2.69K | 0.03% | 638 |
|
|
2022
Q1 | $237K | Buy |
3,378
+41
| +1% | +$2.98K | 0.03% | 411 |
|
|
2021
Q4 | $249K | Sell |
3,337
-161
| -5% | -$11.7K | 0.03% | 486 |
|
|
2021
Q3 | $239K | Buy |
+3,498
| New | +$251K | 0.03% | 417 |
|
|
2020
Q4 | – | Sell |
-7,722
| Closed | -$421K | – | 638 |
|
|
2020
Q3 | $421K | Buy |
7,722
+3,878
| +101% | +$223K | 0.12% | 150 |
|
|
2020
Q2 | $219K | Buy |
3,844
+267
| +7% | +$15.7K | 0.08% | 394 |
|
|
2020
Q1 | $210K | Buy |
+3,577
| New | +$232K | 0.08% | 398 |
|
|
2018
Q1 | – | Sell |
-1,047
| Closed | -$56K | – | 282 |
|
|
2017
Q4 | $56K | Buy |
+1,047
| New | +$56.9K | 0.05% | 531 |
|
Other funds holding CBU
VPM
VCM
