One Day In July LLC’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 |
-3,967
| Closed | -$245K | – | 136 |
|
|
2024
Q4 | $245K | Hold |
3,967
| – | – | 0.03% | 116 |
|
|
2024
Q3 | $230K | Buy |
+3,967
| New | +$230K | 0.03% | 125 |
|
|
2024
Q1 | – | Sell |
-4,000
| Closed | -$208K | – | 131 |
|
|
2023
Q4 | $208K | Buy |
+4,000
| New | +$208K | 0.03% | 111 |
|
|
2023
Q2 | – | Sell |
-4,000
| Closed | -$210K | – | 94 |
|
|
2023
Q1 | $210K | Hold |
4,000
| – | – | 0.04% | 87 |
|
|
2022
Q4 | $252K | Hold |
4,000
| – | – | 0.05% | 76 |
|
|
2022
Q3 | $240K | Hold |
4,000
| – | – | 0.06% | 66 |
|
|
2022
Q2 | $253K | Buy |
+4,000
| New | +$253K | 0.06% | 65 |
|