Osaic Holdings’s Codorus Valley Bancorp Inc CVLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,760
Closed -$138K 7667
2024
Q2
$138K Hold
5,760
﹤0.01% 3877
2024
Q1
$131K Sell
5,760
-32
-0.6% -$749 ﹤0.01% 4040
2023
Q4
$149K Sell
5,792
-1,899
-25% -$39.6K ﹤0.01% 4156
2023
Q3
$143K Hold
7,691
﹤0.01% 4232
2023
Q2
$151K Hold
7,691
﹤0.01% 4122
2023
Q1
$160K Buy
7,691
+1,000
+15% +$23.7K ﹤0.01% 4055
2022
Q4
$159K Buy
6,691
+3,760
+128% +$82.3K ﹤0.01% 4064
2022
Q3
$55K Hold
2,931
﹤0.01% 4828
2022
Q2
$66K Hold
2,931
﹤0.01% 4739
2022
Q1
$64K Buy
2,931
+992
+51% +$21.8K ﹤0.01% 4915
2021
Q4
$42K Buy
1,939
+40
+2% +$890 ﹤0.01% 5271
2021
Q3
$43K Hold
1,899
﹤0.01% 5222
2021
Q2
$38K Hold
1,899
﹤0.01% 5246
2021
Q1
$35K Hold
1,899
﹤0.01% 5132
2020
Q4
$32K Hold
1,899
﹤0.01% 4872
2020
Q3
$25K Hold
1,899
﹤0.01% 4794
2020
Q2
$26K Hold
1,899
﹤0.01% 4643
2020
Q1
$31K Buy
+1,899
New +$38.7K ﹤0.01% 4348

Osaic Holdings's CVLY Position: Q3 2024 in Review

Osaic Holdings sold out of Codorus Valley Bancorp Inc (CVLY) in Q3 2024, closing a stake of 5,760 shares — an estimated $138K sold.

Osaic Holdings first reported a position in CVLY in Q1 2020 and held it in 18 quarters. The position peaked at $160K in Q1 2023. 0 funds tracked by Wall St. Rank hold CVLY as of Q3 2024.

  • Osaic Holdings reported no remaining Codorus Valley Bancorp Inc position as of Q3 2024 after selling out during the quarter.
  • Osaic Holdings sold 5,760 Codorus Valley Bancorp Inc shares in Q3 2024, an estimated $138K.
  • Osaic Holdings first reported a position in Codorus Valley Bancorp Inc in Q1 2020 and held it in 18 quarters.
  • Osaic Holdings's Codorus Valley Bancorp Inc position peaked at $160K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Codorus Valley Bancorp Inc as of Q3 2024.

Based on Osaic Holdings's 13F filing for Q3 2024, filed 13 Nov 2024.