Rothschild Investment LLC’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 | $5.97K | Buy |
105
+35
| +50% | +$1.99K | ﹤0.01% | 1424 |
|
|
2025
Q1 | $3.98K | Buy |
70
+10
| +17% | +$569 | ﹤0.01% | 1542 |
|
|
2024
Q4 | $3.7K | Buy |
60
+15
| +33% | +$925 | ﹤0.01% | 1462 |
|
|
2024
Q3 | $2.61K | Buy |
45
+30
| +200% | +$1.74K | ﹤0.01% | 1588 |
|
|
2024
Q2 | $708 | Buy |
15
+10
| +200% | +$472 | ﹤0.01% | 1835 |
|
|
2024
Q1 | $240 | Buy |
+5
| New | +$240 | ﹤0.01% | 1668 |
|