Principal Securities’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 | $133K | Buy |
2,334
+560
| +32% | +$31.8K | ﹤0.01% | 1416 |
|
|
2025
Q1 | $109K | Hold |
1,774
| – | – | ﹤0.01% | 1398 |
|
|
2024
Q4 | $109K | Buy |
1,774
+214
| +14% | +$13.2K | ﹤0.01% | 1398 |
|
|
2024
Q3 | $90.6K | Buy |
1,560
+183
| +13% | +$10.6K | ﹤0.01% | 1442 |
|
|
2024
Q2 | $65K | Sell |
1,377
-16
| -1% | -$755 | ﹤0.01% | 1491 |
|
|
2024
Q1 | $66.9K | Buy |
1,393
+1,220
| +705% | +$58.6K | ﹤0.01% | 1437 |
|
|
2023
Q4 | $9.02K | Buy |
+173
| New | +$9.02K | ﹤0.01% | 2299 |
|