LPL Financial’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 | $1.69M | Buy |
29,654
+1,760
| +6% | +$100K | ﹤0.01% | 3264 |
|
|
2025
Q1 | $1.59M | Buy |
27,894
+4,463
| +19% | +$254K | ﹤0.01% | 3133 |
|
|
2024
Q4 | $1.45M | Buy |
23,431
+51
| +0.2% | +$3.15K | ﹤0.01% | 3151 |
|
|
2024
Q3 | $1.36M | Sell |
23,380
-3,906
| -14% | -$227K | ﹤0.01% | 3066 |
|
|
2024
Q2 | $1.29M | Buy |
27,286
+446
| +2% | +$21.1K | ﹤0.01% | 2976 |
|
|
2024
Q1 | $1.29M | Buy |
26,840
+8,338
| +45% | +$400K | ﹤0.01% | 2922 |
|
|
2023
Q4 | $964K | Sell |
18,502
-112
| -0.6% | -$5.84K | ﹤0.01% | 3055 |
|
|
2023
Q3 | $786K | Buy |
18,614
+97
| +0.5% | +$4.09K | ﹤0.01% | 3082 |
|
|
2023
Q2 | $868K | Buy |
18,517
+186
| +1% | +$8.72K | ﹤0.01% | 2939 |
|
|
2023
Q1 | $962K | Buy |
18,331
+1,434
| +8% | +$75.3K | ﹤0.01% | 2779 |
|
|
2022
Q4 | $1.06M | Sell |
16,897
-583
| -3% | -$36.7K | ﹤0.01% | 2584 |
|
|
2022
Q3 | $1.05M | Buy |
17,480
+1
| +0% | +$60 | ﹤0.01% | 2495 |
|
|
2022
Q2 | $1.11M | Buy |
17,479
+4,199
| +32% | +$266K | ﹤0.01% | 2497 |
|
|
2022
Q1 | $932K | Sell |
13,280
-719
| -5% | -$50.5K | ﹤0.01% | 2669 |
|
|
2021
Q4 | $1.04M | Sell |
13,999
-90
| -0.6% | -$6.71K | ﹤0.01% | 2608 |
|
|
2021
Q3 | $964K | Sell |
14,089
-1,030
| -7% | -$70.5K | ﹤0.01% | 2628 |
|
|
2021
Q2 | $1.14M | Sell |
15,119
-11,705
| -44% | -$886K | ﹤0.01% | 2448 |
|
|
2021
Q1 | $2.06M | Buy |
26,824
+2,147
| +9% | +$165K | ﹤0.01% | 1812 |
|
|
2020
Q4 | $1.54M | Buy |
24,677
+1,048
| +4% | +$65.3K | ﹤0.01% | 1854 |
|
|
2020
Q3 | $1.29M | Buy |
23,629
+897
| +4% | +$48.9K | ﹤0.01% | 1726 |
|
|
2020
Q2 | $1.3M | Buy |
22,732
+41
| +0.2% | +$2.34K | ﹤0.01% | 1632 |
|
|
2020
Q1 | $1.33M | Buy |
22,691
+2,319
| +11% | +$136K | ﹤0.01% | 1431 |
|
|
2019
Q4 | $1.45M | Sell |
20,372
-1,348
| -6% | -$95.6K | ﹤0.01% | 1592 |
|
|
2019
Q3 | $1.34M | Sell |
21,720
-565
| -3% | -$34.9K | ﹤0.01% | 1527 |
|
|
2019
Q2 | $1.47M | Sell |
22,285
-6
| -0% | -$395 | ﹤0.01% | 1445 |
|
|
2019
Q1 | $1.33M | Buy |
22,291
+4,428
| +25% | +$265K | ﹤0.01% | 1449 |
|
|
2018
Q4 | $1.04M | Buy |
17,863
+8
| +0% | +$466 | ﹤0.01% | 1497 |
|
|
2018
Q3 | $1.09M | Sell |
17,855
-429
| -2% | -$26.2K | ﹤0.01% | 1608 |
|
|
2018
Q2 | $1.08M | Buy |
18,284
+71
| +0.4% | +$4.19K | ﹤0.01% | 1567 |
|
|
2018
Q1 | $976K | Buy |
+18,213
| New | +$976K | ﹤0.01% | 1606 |
|