SFG
Socha Financial Group’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Hold |
5,450
| – | – | 0.14% | 17 |
|
|
2025
Q1 | $310K | Hold |
5,450
| – | – | 0.15% | 16 |
|
|
2024
Q4 | $336K | Hold |
5,450
| – | – | 0.16% | 18 |
|
|
2024
Q3 | $316K | Hold |
5,450
| – | – | 0.14% | 16 |
|
|
2024
Q2 | $257K | Sell |
5,450
-7,600
| -58% | -$359K | 0.12% | 17 |
|
|
2024
Q1 | $627K | Buy |
13,050
+7,600
| +139% | +$365K | 0.27% | 16 |
|
|
2023
Q4 | $284K | Hold |
5,450
| – | – | 0.14% | 25 |
|
|
2023
Q3 | $230K | Hold |
5,450
| – | – | 0.12% | 27 |
|
|
2023
Q2 | $255K | Hold |
5,450
| – | – | 0.13% | 25 |
|
|
2023
Q1 | $286K | Hold |
5,450
| – | – | 0.18% | 16 |
|
|
2022
Q4 | $343K | Hold |
5,450
| – | – | 0.24% | 16 |
|
|
2022
Q3 | $327K | Hold |
5,450
| – | – | 0.28% | 12 |
|
|
2022
Q2 | $345K | Hold |
5,450
| – | – | 0.35% | 10 |
|
|
2022
Q1 | $382K | Hold |
5,450
| – | – | 0.31% | 9 |
|
|
2021
Q4 | $406K | Buy |
+5,450
| New | +$406K | 0.31% | 9 |
|