SJS Investment Consulting’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	$470	Buy	8 +3	+60%	+$184	﹤0.01%	1764
2025 Q4	$288	Hold	5	–	–	﹤0.01%	1701
2025 Q3	$294	Hold	5	–	–	﹤0.01%	1377
2025 Q2	$285	Sell	5 -5	-50%	-$278	﹤0.01%	1269
2025 Q1	$569	Hold	10	–	–	﹤0.01%	1204
2024 Q4	$617	Sell	10 -2	-17%	-$128	﹤0.01%	1174
2024 Q3	$697	Hold	12	–	–	﹤0.01%	1201
2024 Q2	$567	Buy	12 +3	+33%	+$136	﹤0.01%	1245
2024 Q1	$433	Buy	9 +4	+80%	+$187	﹤0.01%	1335
2023 Q4	$261	Sell	5 -6	-55%	-$270	﹤0.01%	1411
2023 Q3	$465	Buy	11 +2	+22%	+$95	﹤0.01%	1239
2023 Q2	$422	Buy	9 +3	+50%	+$147	﹤0.01%	1216
2023 Q1	$315	Sell	6 -5	-45%	-$293	﹤0.01%	1273
2022 Q4	$692	Buy	11 +4	+57%	+$250	﹤0.01%	1106
2022 Q3	$0	Buy	+7	New	+$461	﹤0.01%	1094
2022 Q1	$0	Buy	+2	New	+$145	﹤0.01%	777