Socha Financial Group’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Hold |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $336K | Hold |
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|
2024
Q3 | $316K | Hold |
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|
2024
Q2 | $257K | Sell |
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|
2024
Q1 | $627K | Buy |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $230K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $343K | Hold |
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|
2022
Q3 | $327K | Hold |
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|
2022
Q2 | $345K | Hold |
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|
2022
Q1 | $382K | Hold |
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|
2021
Q4 | $406K | Buy |
|