Rise Advisors’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 | $40K | Buy |
703
+5
| +0.7% | +$284 | 0.02% | 283 |
|
|
2025
Q1 | $39.7K | Buy |
698
+229
| +49% | +$13K | 0.02% | 270 |
|
|
2024
Q4 | $28.9K | Buy |
469
+4
| +0.9% | +$247 | 0.01% | 411 |
|
|
2024
Q3 | $27K | Buy |
465
+4
| +0.9% | +$232 | 0.01% | 467 |
|
|
2024
Q2 | $21.7K | Buy |
461
+5
| +1% | +$236 | 0.01% | 584 |
|
|
2024
Q1 | $21.9K | Buy |
456
+4
| +0.9% | +$192 | 0.01% | 589 |
|
|
2023
Q4 | $23.6K | Buy |
452
+5
| +1% | +$261 | 0.02% | 235 |
|
|
2023
Q3 | $18.9K | Buy |
447
+4
| +0.9% | +$169 | 0.02% | 244 |
|
|
2023
Q2 | $20.8K | Buy |
443
+4
| +0.9% | +$188 | 0.02% | 234 |
|
|
2023
Q1 | $23K | Buy |
439
+3
| +0.7% | +$158 | 0.02% | 234 |
|
|
2022
Q4 | $27.5K | Buy |
436
+3
| +0.7% | +$189 | 0.02% | 207 |
|
|
2022
Q3 | $26K | Buy |
+433
| New | +$26K | 0.02% | 217 |
|