Simplex Trading’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.87K | Buy |
+100
| New | +$6.12K | ﹤0.01% | 7777 |
|
|
2025
Q3 | – | Sell |
-100
| Closed | -$5K | – | 9309 |
|
|
2025
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 7713 |
|
|
2025
Q1 | $5K | Sell |
100
-200
| -67% | -$12.4K | ﹤0.01% | 7520 |
|
|
2024
Q4 | $18K | Buy |
300
+100
| +50% | +$6.4K | ﹤0.01% | 6753 |
|
|
2024
Q3 | $11K | Sell |
200
-100
| -33% | -$5.73K | ﹤0.01% | 7110 |
|
|
2024
Q2 | $14K | Buy |
+300
| New | +$13.6K | ﹤0.01% | 7166 |
|
|
2023
Q1 | – | Sell |
-2,200
| Closed | -$138K | – | 9255 |
|
|
2022
Q4 | $138K | Hold |
2,200
| – | – | 0.01% | 4688 |
|
|
2022
Q3 | $132K | Buy |
+2,200
| New | +$145K | 0.01% | 5139 |
|
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$114K | – | 10638 |
|
|
2021
Q3 | $114K | Hold |
1,500
| – | – | ﹤0.01% | 6433 |
|
|
2021
Q2 | $113K | Buy |
1,500
+1,485
| +9,900% | +$117K | ﹤0.01% | 6548 |
|
|
2021
Q1 | $115K | Buy |
15
+12
| +400% | +$862 | 0.01% | 5550 |
|
|
2020
Q4 | $18K | Sell |
3
-1
| -25% | -$61 | ﹤0.01% | 7024 |
|
|
2020
Q3 | $4K | Sell |
4
-16
| -80% | -$922 | ﹤0.01% | 7179 |
|
|
2020
Q2 | $114K | Buy |
20
+7
| +54% | +$412 | 0.01% | 4666 |
|
|
2020
Q1 | $76K | Buy |
13
+5
| +63% | +$324 | 0.01% | 4663 |
|
|
2019
Q4 | $1K | Sell |
8
-12
| -60% | -$804 | ﹤0.01% | 7070 |
|
|
2019
Q3 | $123K | Buy |
20
+10
| +100% | +$632 | 0.01% | 4097 |
|
|
2019
Q2 | $65K | Buy |
+10
| New | +$641 | 0.01% | 4613 |
|
|
2017
Q4 | – | Sell |
-37
| Closed | -$1K | – | 6114 |
|
|
2017
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 5367 |
|
|
2017
Q2 | $5K | Sell |
37
-144
| -80% | -$7.97K | ﹤0.01% | 4556 |
|
|
2017
Q1 | $2K | Buy |
181
+171
| +1,710% | +$9.98K | ﹤0.01% | 5213 |
|
|
2016
Q4 | $7K | Sell |
10
-6
| -38% | -$321 | ﹤0.01% | 4025 |
|
|
2016
Q3 | $5K | Sell |
16
-25
| -61% | -$1.13K | ﹤0.01% | 4240 |
|
|
2016
Q2 | $4K | Buy |
41
+22
| +116% | +$873 | ﹤0.01% | 4392 |
|
|
2016
Q1 | $2K | Buy |
+19
| New | +$709 | ﹤0.01% | 4672 |
|
|
2015
Q1 | – | Sell |
-27
| Closed | -$2K | – | 5058 |
|
|
2014
Q4 | $2K | Buy |
+27
| New | +$991 | ﹤0.01% | 3684 |
|
Other funds holding CBU
VPM
VCM
