Pathway Financial 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
Q3 | $219K | Sell |
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|
2025
Q2 | $239K | Hold |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | $248K | Sell |
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|
2024
Q3 | $593K | Sell |
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|
2024
Q2 | $670K | Sell |
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|
2024
Q1 | $717K | Sell |
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|
2023
Q4 | $788K | Sell |
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|
2023
Q3 | $723K | Sell |
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|
2023
Q2 | $944K | Hold |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.42M | Hold |
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|
2022
Q1 | $1.57M | Hold |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q1 | $1.73M | Hold |
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|
2020
Q4 | $1.54M | Sell |
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|
2020
Q3 | $1.35M | Hold |
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|
2020
Q2 | $1.42M | Sell |
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|
2020
Q1 | $1.53M | Sell |
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|
2019
Q4 | $2.12M | Sell |
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|
2019
Q3 | $2.27M | Buy |
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|
2019
Q2 | $2.1M | Hold |
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|
2019
Q1 | $1.9M | Buy |
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|
2018
Q4 | $248K | Hold |
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|
2018
Q3 | $260K | Hold |
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|
2018
Q2 | $251K | Hold |
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|
2018
Q1 | $227K | Sell |
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|
2017
Q4 | $343K | Buy |
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