Sovereign Financial Group’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Hold |
7,294
| – | – | 0.09% | 206 |
|
|
2025
Q1 | $415K | Hold |
7,294
| – | – | 0.1% | 186 |
|
|
2024
Q4 | $450K | Hold |
7,294
| – | – | 0.1% | 180 |
|
|
2024
Q3 | $424K | Hold |
7,294
| – | – | 0.1% | 182 |
|
|
2024
Q2 | $344K | Hold |
7,294
| – | – | 0.09% | 197 |
|
|
2024
Q1 | $350K | Hold |
7,294
| – | – | 0.09% | 193 |
|
|
2023
Q4 | $380K | Sell |
7,294
-2
| -0% | -$104 | 0.12% | 166 |
|
|
2023
Q3 | $308K | Hold |
7,296
| – | – | 0.11% | 173 |
|
|
2023
Q2 | $342K | Buy |
+7,296
| New | +$342K | 0.11% | 174 |
|