LPL Financial’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 | $2.21M | Buy |
37,698
+6,471
| +21% | +$396K | ﹤0.01% | 3413 |
|
|
2025
Q4 | $1.79M | Sell |
31,227
-1,590
| -5% | -$91.5K | ﹤0.01% | 3512 |
|
|
2025
Q3 | $1.92M | Buy |
32,817
+3,163
| +11% | +$183K | ﹤0.01% | 3352 |
|
|
2025
Q2 | $1.69M | Buy |
29,654
+1,760
| +6% | +$97.7K | ﹤0.01% | 3288 |
|
|
2025
Q1 | $1.59M | Buy |
27,894
+4,463
| +19% | +$276K | ﹤0.01% | 3157 |
|
|
2024
Q4 | $1.45M | Buy |
23,431
+51
| +0.2% | +$3.27K | ﹤0.01% | 3173 |
|
|
2024
Q3 | $1.36M | Sell |
23,380
-3,906
| -14% | -$224K | ﹤0.01% | 3103 |
|
|
2024
Q2 | $1.29M | Buy |
27,286
+446
| +2% | +$20.2K | ﹤0.01% | 3010 |
|
|
2024
Q1 | $1.29M | Buy |
26,840
+8,338
| +45% | +$389K | ﹤0.01% | 2951 |
|
|
2023
Q4 | $964K | Sell |
18,502
-112
| -0.6% | -$5.03K | ﹤0.01% | 3082 |
|
|
2023
Q3 | $786K | Buy |
18,614
+97
| +0.5% | +$4.6K | ﹤0.01% | 3106 |
|
|
2023
Q2 | $868K | Buy |
18,517
+186
| +1% | +$9.12K | ﹤0.01% | 2962 |
|
|
2023
Q1 | $962K | Buy |
18,331
+1,434
| +8% | +$84K | ﹤0.01% | 2789 |
|
|
2022
Q4 | $1.06M | Sell |
16,897
-583
| -3% | -$36.5K | ﹤0.01% | 2589 |
|
|
2022
Q3 | $1.05M | Buy |
17,480
+1
| +0% | +$66 | ﹤0.01% | 2499 |
|
|
2022
Q2 | $1.11M | Buy |
17,479
+4,199
| +32% | +$275K | ﹤0.01% | 2502 |
|
|
2022
Q1 | $932K | Sell |
13,280
-719
| -5% | -$52.3K | ﹤0.01% | 2675 |
|
|
2021
Q4 | $1.04M | Sell |
13,999
-90
| -0.6% | -$6.56K | ﹤0.01% | 2617 |
|
|
2021
Q3 | $964K | Sell |
14,089
-1,030
| -7% | -$73.9K | ﹤0.01% | 2641 |
|
|
2021
Q2 | $1.14M | Sell |
15,119
-11,705
| -44% | -$922K | ﹤0.01% | 2454 |
|
|
2021
Q1 | $2.06M | Buy |
26,824
+2,147
| +9% | +$154K | ﹤0.01% | 1815 |
|
|
2020
Q4 | $1.54M | Buy |
24,677
+1,048
| +4% | +$64.3K | ﹤0.01% | 1859 |
|
|
2020
Q3 | $1.29M | Buy |
23,629
+897
| +4% | +$51.7K | ﹤0.01% | 1734 |
|
|
2020
Q2 | $1.3M | Buy |
22,732
+41
| +0.2% | +$2.41K | ﹤0.01% | 1638 |
|
|
2020
Q1 | $1.33M | Buy |
22,691
+2,319
| +11% | +$150K | ﹤0.01% | 1433 |
|
|
2019
Q4 | $1.45M | Sell |
20,372
-1,348
| -6% | -$90.3K | ﹤0.01% | 1594 |
|
|
2019
Q3 | $1.34M | Sell |
21,720
-565
| -3% | -$35.7K | ﹤0.01% | 1530 |
|
|
2019
Q2 | $1.47M | Sell |
22,285
-6
| -0% | -$384 | ﹤0.01% | 1447 |
|
|
2019
Q1 | $1.33M | Buy |
22,291
+4,428
| +25% | +$273K | ﹤0.01% | 1454 |
|
|
2018
Q4 | $1.04M | Buy |
17,863
+8
| +0% | +$483 | ﹤0.01% | 1507 |
|
|
2018
Q3 | $1.09M | Sell |
17,855
-429
| -2% | -$27.3K | ﹤0.01% | 1615 |
|
|
2018
Q2 | $1.08M | Buy |
18,284
+71
| +0.4% | +$4.14K | ﹤0.01% | 1577 |
|
|
2018
Q1 | $976K | Buy |
+18,213
| New | +$992K | ﹤0.01% | 1618 |
|
Other funds holding CBU
VPM
VCM
