Steward Partners Investment Advisory’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	$5.18K	Hold	91	–	–	﹤0.01%	3473
2025 Q1	$5.17K	Hold	91	–	–	﹤0.01%	3370
2024 Q4	$5.61K	Hold	91	–	–	﹤0.01%	3322
2024 Q3	$5.28K	Hold	91	–	–	﹤0.01%	3168
2024 Q2	$4.3K	Hold	91	–	–	﹤0.01%	3095
2024 Q1	$4.37K	Hold	91	–	–	﹤0.01%	3081
2023 Q4	$4.74K	Hold	91	–	–	﹤0.01%	2976
2023 Q3	$3.84K	Hold	91	–	–	﹤0.01%	2912
2023 Q2	$4.27K	Hold	91	–	–	﹤0.01%	2838
2023 Q1	$4.78K	Hold	91	–	–	﹤0.01%	2803
2022 Q4	$5.73K	Hold	91	–	–	﹤0.01%	2725
2022 Q3	$5K	Hold	91	–	–	﹤0.01%	2744
2022 Q2	$6K	Hold	91	–	–	﹤0.01%	2676
2022 Q1	$6K	Hold	91	–	–	﹤0.01%	2816
2021 Q4	$7K	Hold	91	–	–	﹤0.01%	2713
2021 Q3	$6K	Hold	91	–	–	﹤0.01%	2745
2021 Q2	$7K	Hold	91	–	–	﹤0.01%	6362
2021 Q1	$6.98K	Hold	91	–	–	﹤0.01%	2918
2020 Q4	$6K	Sell	91 -22	-19%	-$1.45K	﹤0.01%	2453
2020 Q3	$6K	Hold	113	–	–	﹤0.01%	2298
2020 Q2	$6K	Hold	113	–	–	﹤0.01%	2203
2020 Q1	$6K	Hold	113	–	–	﹤0.01%	2010
2019 Q4	$8K	Hold	113	–	–	﹤0.01%	2085
2019 Q3	$6K	Hold	113	–	–	﹤0.01%	2186
2019 Q2	$7K	Buy	+113	New	+$7K	﹤0.01%	2111
2018 Q4	–	Sell	-156	Closed	-$10K	–	958
2018 Q3	$10K	Buy	156 +43	+38%	+$2.76K	﹤0.01%	1864
2018 Q2	$7K	Hold	113	–	–	﹤0.01%	1855
2018 Q1	$6K	Hold	113	–	–	﹤0.01%	1714
2017 Q4	$6K	Hold	113	–	–	﹤0.01%	1458
2017 Q3	$6K	Hold	113	–	–	﹤0.01%	1232
2017 Q2	$6K	Hold	113	–	–	﹤0.01%	1162
2017 Q1	$6K	Hold	113	–	–	﹤0.01%	1064
2016 Q4	$6K	Buy	+113	New	+$6K	﹤0.01%	629