Simplex Trading’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 | – | Sell |
-120
| Closed | -$6K | – | 2605 |
|
|
2025
Q1 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 1878 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2610 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2462 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2575 |
|
|
2024
Q1 | – | Sell |
-147
| Closed | -$7K | – | 2528 |
|
|
2023
Q4 | $7K | Buy |
+147
| New | +$7K | ﹤0.01% | 1906 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2496 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2678 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2863 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2786 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3013 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3115 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2906 |
|
|
2021
Q2 | – | Sell |
-343
| Closed | -$26K | – | 2955 |
|
|
2021
Q1 | $26K | Buy |
343
+258
| +304% | +$19.6K | ﹤0.01% | 1923 |
|
|
2020
Q4 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 2035 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2225 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2128 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2173 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2035 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1979 |
|
|
2019
Q2 | – | Sell |
-1,617
| Closed | -$96K | – | 1915 |
|
|
2019
Q1 | $96K | Buy |
+1,617
| New | +$96K | ﹤0.01% | 896 |
|
|
2018
Q2 | – | Sell |
-800
| Closed | -$42K | – | 2150 |
|
|
2018
Q1 | $42K | Buy |
+800
| New | +$42K | ﹤0.01% | 1185 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1999 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1879 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1964 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1954 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 1831 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1752 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1826 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1774 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1839 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 1789 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1437 |
|