Operose Advisors’s Community Bank CBU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$223K Hold
2025
Q1
$223K Hold
2024
Q4
$242K Hold
2024
Q3
$228K Hold
2024
Q2
$185K Hold
2024
Q1
$189K Hold
2023
Q4
$205K Hold
2023
Q3
$166K Buy