O'Shaughnessy Asset Management’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 | $217K | Buy |
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|
2025
Q1 | $203K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $236K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $10K | Sell |
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|
2021
Q2 | $12K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $241K | Hold |
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|
2016
Q2 | $206K | Buy |
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|
2016
Q1 | $189K | Buy |
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|
2015
Q4 | $165K | Buy |
|