PFA
Pathway Financial Advisors’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
4,196
| – | – | 0.03% | 119 |
|
|
2025
Q1 | $239K | Buy |
4,196
+182
| +5% | +$10.3K | 0.04% | 149 |
|
|
2024
Q4 | $248K | Sell |
4,014
-6,190
| -61% | -$382K | 0.06% | 140 |
|
|
2024
Q3 | $593K | Sell |
10,204
-3,978
| -28% | -$231K | 0.15% | 81 |
|
|
2024
Q2 | $670K | Sell |
14,182
-741
| -5% | -$35K | 0.18% | 67 |
|
|
2024
Q1 | $717K | Sell |
14,923
-208
| -1% | -$9.99K | 0.19% | 64 |
|
|
2023
Q4 | $788K | Sell |
15,131
-2,000
| -12% | -$104K | 0.23% | 54 |
|
|
2023
Q3 | $723K | Sell |
17,131
-3,000
| -15% | -$127K | 0.25% | 46 |
|
|
2023
Q2 | $944K | Hold |
20,131
| – | – | 0.31% | 36 |
|
|
2023
Q1 | $1.06M | Sell |
20,131
-135
| -0.7% | -$7.09K | 0.36% | 35 |
|
|
2022
Q4 | $1.28M | Sell |
20,266
-1,324
| -6% | -$83.3K | 0.39% | 33 |
|
|
2022
Q3 | $1.3M | Sell |
21,590
-843
| -4% | -$50.6K | 0.45% | 32 |
|
|
2022
Q2 | $1.42M | Hold |
22,433
| – | – | 0.59% | 30 |
|
|
2022
Q1 | $1.57M | Hold |
22,433
| – | – | 0.59% | 28 |
|
|
2021
Q4 | $1.6M | Buy |
+22,433
| New | +$1.6M | 0.57% | 27 |
|
|
2021
Q1 | $1.73M | Hold |
21,590
| – | – | 0.68% | 25 |
|
|
2020
Q4 | $1.54M | Sell |
21,590
-3,350
| -13% | -$238K | 0.64% | 24 |
|
|
2020
Q3 | $1.36M | Hold |
24,940
| – | – | 0.52% | 27 |
|
|
2020
Q2 | $1.42M | Sell |
24,940
-800
| -3% | -$45.6K | 0.43% | 25 |
|
|
2020
Q1 | $1.53M | Sell |
25,740
-4,500
| -15% | -$268K | 0.51% | 18 |
|
|
2019
Q4 | $2.12M | Sell |
30,240
-2,700
| -8% | -$189K | 0.6% | 20 |
|
|
2019
Q3 | $2.27M | Buy |
32,940
+1,087
| +3% | +$75K | 0.65% | 21 |
|
|
2019
Q2 | $2.1M | Hold |
31,853
| – | – | 0.62% | 23 |
|
|
2019
Q1 | $1.9M | Buy |
31,853
+27,606
| +650% | +$1.65M | 0.59% | 24 |
|
|
2018
Q4 | $248K | Hold |
4,247
| – | – | 0.14% | 80 |
|
|
2018
Q3 | $260K | Hold |
4,247
| – | – | 0.14% | 80 |
|
|
2018
Q2 | $251K | Hold |
4,247
| – | – | 0.15% | 74 |
|
|
2018
Q1 | $227K | Sell |
4,247
-2,137
| -33% | -$114K | 0.13% | 80 |
|
|
2017
Q4 | $343K | Buy |
+6,384
| New | +$343K | 0.2% | 58 |
|