LGT Financial 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
Q1 | – | Sell |
-71
| Closed | -$4.38K | – | 368 |
|
|
2024
Q4 | $4.38K | Hold |
71
| – | – | 0.01% | 572 |
|
|
2024
Q3 | $4.12K | Hold |
71
| – | – | 0.01% | 570 |
|
|
2024
Q2 | $3.35K | Hold |
71
| – | – | 0.01% | 660 |
|
|
2024
Q1 | $3.41K | Hold |
71
| – | – | ﹤0.01% | 677 |
|
|
2023
Q4 | $3.7K | Hold |
71
| – | – | ﹤0.01% | 683 |
|
|
2023
Q3 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 725 |
|