SEI Investments’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 | $730K | Sell |
12,831
-2,599
| -17% | -$148K | ﹤0.01% | 2046 |
|
|
2025
Q1 | $877K | Sell |
15,430
-17,809
| -54% | -$1.01M | ﹤0.01% | 1960 |
|
|
2024
Q4 | $2.05M | Buy |
33,239
+24,127
| +265% | +$1.49M | ﹤0.01% | 1676 |
|
|
2024
Q3 | $529K | Sell |
9,112
-1,435
| -14% | -$83.3K | ﹤0.01% | 2161 |
|
|
2024
Q2 | $498K | Sell |
10,547
-590
| -5% | -$27.9K | ﹤0.01% | 2152 |
|
|
2024
Q1 | $535K | Sell |
11,137
-614
| -5% | -$29.5K | ﹤0.01% | 2089 |
|
|
2023
Q4 | $612K | Buy |
11,751
+484
| +4% | +$25.2K | ﹤0.01% | 2031 |
|
|
2023
Q3 | $476K | Buy |
11,267
+1,018
| +10% | +$43K | ﹤0.01% | 2127 |
|
|
2023
Q2 | $480K | Buy |
10,249
+2,790
| +37% | +$131K | ﹤0.01% | 2144 |
|
|
2023
Q1 | $392K | Buy |
+7,459
| New | +$392K | ﹤0.01% | 2228 |
|
|
2022
Q4 | – | Sell |
-5,722
| Closed | -$344K | – | 2548 |
|
|
2022
Q3 | $344K | Sell |
5,722
-491
| -8% | -$29.5K | ﹤0.01% | 2252 |
|
|
2022
Q2 | $393K | Buy |
+6,213
| New | +$393K | ﹤0.01% | 2201 |
|
|
2018
Q3 | – | Sell |
-76
| Closed | -$4K | – | 2617 |
|
|
2018
Q2 | $4K | Buy |
76
+6
| +9% | +$316 | ﹤0.01% | 3188 |
|
|
2018
Q1 | $4K | Sell |
70
-10
| -13% | -$571 | ﹤0.01% | 3085 |
|
|
2017
Q4 | $4K | Sell |
80
-65
| -45% | -$3.25K | ﹤0.01% | 2974 |
|
|
2017
Q3 | $8K | Buy |
145
+58
| +67% | +$3.2K | ﹤0.01% | 2738 |
|
|
2017
Q2 | $5K | Buy |
+87
| New | +$5K | ﹤0.01% | 2721 |
|