OA
Operose Advisors’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
3,925
| – | – | 0.06% | 121 |
|
|
2025
Q1 | $223K | Hold |
3,925
| – | – | 0.07% | 112 |
|
|
2024
Q4 | $242K | Hold |
3,925
| – | – | 0.08% | 110 |
|
|
2024
Q3 | $228K | Hold |
3,925
| – | – | 0.07% | 128 |
|
|
2024
Q2 | $185K | Hold |
3,925
| – | – | 0.07% | 140 |
|
|
2024
Q1 | $189K | Hold |
3,925
| – | – | 0.06% | 157 |
|
|
2023
Q4 | $205K | Hold |
3,925
| – | – | 0.08% | 109 |
|
|
2023
Q3 | $166K | Buy |
+3,925
| New | +$166K | 0.07% | 152 |
|