RAM
Riggs Asset Management’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Hold |
6,028
| – | – | 0.08% | 86 |
|
|
2025
Q1 | $343K | Sell |
6,028
-83
| -1% | -$4.72K | 0.1% | 88 |
|
|
2024
Q4 | $378K | Buy |
6,111
+750
| +14% | +$46.4K | 0.1% | 76 |
|
|
2024
Q3 | $311K | Sell |
5,361
-17
| -0.3% | -$987 | 0.09% | 85 |
|
|
2024
Q2 | $254K | Hold |
5,378
| – | – | 0.08% | 83 |
|
|
2024
Q1 | $258K | Sell |
5,378
-407
| -7% | -$19.5K | 0.08% | 81 |
|
|
2023
Q4 | $301K | Hold |
5,785
| – | – | 0.1% | 82 |
|
|
2023
Q3 | $244K | Sell |
5,785
-1,644
| -22% | -$69.4K | 0.09% | 84 |
|
|
2023
Q2 | $348K | Sell |
7,429
-100
| -1% | -$4.69K | 0.12% | 79 |
|
|
2023
Q1 | $395K | Sell |
7,529
-124
| -2% | -$6.51K | 0.15% | 76 |
|
|
2022
Q4 | $482K | Hold |
7,653
| – | – | 0.2% | 74 |
|
|
2022
Q3 | $460K | Sell |
7,653
-1,014
| -12% | -$60.9K | 0.18% | 72 |
|
|
2022
Q2 | $548K | Hold |
8,667
| – | – | 0.23% | 65 |
|
|
2022
Q1 | $608K | Hold |
8,667
| – | – | 0.18% | 69 |
|
|
2021
Q4 | $646K | Hold |
8,667
| – | – | 0.18% | 67 |
|
|
2021
Q3 | $593K | Sell |
8,667
-600
| -6% | -$41.1K | 0.18% | 65 |
|
|
2021
Q2 | $701K | Buy |
9,267
+24
| +0.3% | +$1.82K | 0.2% | 62 |
|
|
2021
Q1 | $709K | Sell |
9,243
-1,000
| -10% | -$76.7K | 0.21% | 61 |
|
|
2020
Q4 | $638K | Sell |
10,243
-2,273
| -18% | -$142K | 0.2% | 58 |
|
|
2020
Q3 | $687K | Buy |
12,516
+77
| +0.6% | +$4.23K | 0.29% | 41 |
|
|
2020
Q2 | $709K | Sell |
12,439
-2,100
| -14% | -$120K | 0.29% | 44 |
|
|
2020
Q1 | $854K | Sell |
14,539
-650
| -4% | -$38.2K | 0.55% | 35 |
|
|
2019
Q4 | $1.08M | Sell |
15,189
-100
| -0.7% | -$7.1K | 0.43% | 42 |
|
|
2019
Q3 | $943K | Buy |
15,289
+1,980
| +15% | +$122K | 0.48% | 37 |
|
|
2019
Q2 | $876K | Hold |
13,309
| – | – | 0.49% | 35 |
|
|
2019
Q1 | $795K | Sell |
13,309
-2,550
| -16% | -$152K | 0.54% | 27 |
|
|
2018
Q4 | $925K | Sell |
15,859
-577
| -4% | -$33.7K | 0.67% | 29 |
|
|
2018
Q3 | $1M | Hold |
16,436
| – | – | 0.49% | 33 |
|
|
2018
Q2 | $971K | Hold |
16,436
| – | – | 0.43% | 38 |
|
|
2018
Q1 | $880K | Hold |
16,436
| – | – | 0.36% | 43 |
|
|
2017
Q4 | $883K | Buy |
16,436
+156
| +1% | +$8.38K | 0.36% | 44 |
|
|
2017
Q3 | $899K | Hold |
16,280
| – | – | 0.41% | 40 |
|
|
2017
Q2 | $908K | Hold |
16,280
| – | – | 0.41% | 41 |
|
|
2017
Q1 | $895K | Buy |
+16,280
| New | +$895K | 0.45% | 40 |
|
|
2016
Q4 | – | Sell |
-16,280
| Closed | -$783K | – | 260 |
|
|
2016
Q3 | $783K | Hold |
16,280
| – | – | 0.41% | 39 |
|
|
2016
Q2 | $669K | Hold |
16,280
| – | – | 0.35% | 41 |
|
|
2016
Q1 | $622K | Hold |
16,280
| – | – | 0.45% | 28 |
|
|
2015
Q4 | $650K | Hold |
16,280
| – | – | 0.32% | 30 |
|
|
2015
Q3 | $605K | Sell |
16,280
-4,480
| -22% | -$166K | 0.37% | 25 |
|
|
2015
Q2 | $784K | Sell |
20,760
-17,386
| -46% | -$657K | 0.39% | 29 |
|
|
2015
Q1 | $1.35M | Buy |
38,146
+224
| +0.6% | +$7.93K | 0.65% | 29 |
|
|
2014
Q4 | $1.45M | Hold |
37,922
| – | – | 0.71% | 29 |
|
|
2014
Q3 | $1.27M | Buy |
37,922
+7,385
| +24% | +$248K | 0.74% | 28 |
|
|
2014
Q2 | $1.11M | Sell |
30,537
-7,385
| -19% | -$267K | 0.65% | 31 |
|
|
2014
Q1 | $1.48M | Hold |
37,922
| – | – | 0.96% | 30 |
|
|
2013
Q4 | $1.51M | Buy |
+37,922
| New | +$1.51M | 0.82% | 30 |
|