Kestra Advisory Services’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
Sell
2025
Q4
$155K Buy
2021
Q4
Sell
2021
Q3
$354K Sell
2021
Q2
$427K Sell
2021
Q1
$453K Sell
2020
Q4
$375K Buy
2020
Q3
$416K Buy