Lido Advisors’s Community Bank CBU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-18,302	Closed	-$1.15M	–	991
2022 Q4	$1.15M	Buy	18,302 +5,121	+39%	+$322K	0.01%	346
2022 Q3	$791K	Buy	13,181 +8,211	+165%	+$493K	0.01%	380
2022 Q2	$314K	Buy	+4,970	New	+$314K	﹤0.01%	633