Pathstone Holdings’s Community Bank CBU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$318K	Buy	+5,585	New	+$318K	﹤0.01%	1906
2025 Q1	–	Sell	-3,868	Closed	-$239K	–	2242
2024 Q4	$239K	Buy	3,868 +64	+2%	+$3.95K	﹤0.01%	2080
2024 Q3	$221K	Buy	+3,804	New	+$221K	﹤0.01%	2114