Level Four Advisory Services’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	$756K	Buy	13,293 +1,099	+9%	+$62.5K	0.03%	439
2025 Q1	$693K	Buy	12,194 +1,069	+10%	+$60.8K	0.03%	431
2024 Q4	$686K	Buy	11,125 +2,721	+32%	+$168K	0.03%	430
2024 Q3	$514K	Sell	8,404 -413	-5%	-$25.3K	0.02%	500
2024 Q2	$416K	Buy	+8,817	New	+$416K	0.02%	523