Sovereign Financial Group’s Community Bank CBU Stock Holding History

Sovereign Financial Group’s Portfolio CBU Stock Details CBU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$428K	Hold
2025 Q2	$415K	Hold
2025 Q1	$415K	Hold
2024 Q4	$450K	Hold
2024 Q3	$424K	Hold
2024 Q2	$344K	Hold
2024 Q1	$350K	Hold
2023 Q4	$380K	Sell
2023 Q3	$308K	Hold
2023 Q2	$342K	Buy