Stifel Financial’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 | $2.72M | Buy |
47,912
+13,774
| +40% | +$783K | ﹤0.01% | 1620 |
|
|
2025
Q1 | $1.94M | Buy |
34,138
+1,411
| +4% | +$80.2K | ﹤0.01% | 1775 |
|
|
2024
Q4 | $2.02M | Buy |
32,727
+1,976
| +6% | +$122K | ﹤0.01% | 1771 |
|
|
2024
Q3 | $1.79M | Buy |
30,751
+1,085
| +4% | +$63K | ﹤0.01% | 1849 |
|
|
2024
Q2 | $1.4M | Buy |
29,666
+4,297
| +17% | +$203K | ﹤0.01% | 1963 |
|
|
2024
Q1 | $1.22M | Buy |
25,369
+2,074
| +9% | +$99.6K | ﹤0.01% | 2059 |
|
|
2023
Q4 | $1.21M | Buy |
23,295
+167
| +0.7% | +$8.7K | ﹤0.01% | 2012 |
|
|
2023
Q3 | $976K | Buy |
23,128
+540
| +2% | +$22.8K | ﹤0.01% | 2063 |
|
|
2023
Q2 | $1.06M | Buy |
22,588
+11,505
| +104% | +$539K | ﹤0.01% | 2051 |
|
|
2023
Q1 | $582K | Sell |
11,083
-51
| -0.5% | -$2.68K | ﹤0.01% | 2428 |
|
|
2022
Q4 | $701K | Buy |
11,134
+65
| +0.6% | +$4.09K | ﹤0.01% | 2273 |
|
|
2022
Q3 | $665K | Buy |
11,069
+1,975
| +22% | +$119K | ﹤0.01% | 2250 |
|
|
2022
Q2 | $575K | Buy |
9,094
+1
| +0% | +$63 | ﹤0.01% | 2393 |
|
|
2022
Q1 | $638K | Buy |
9,093
+189
| +2% | +$13.3K | ﹤0.01% | 2443 |
|
|
2021
Q4 | $663K | Sell |
8,904
-15
| -0.2% | -$1.12K | ﹤0.01% | 2424 |
|
|
2021
Q3 | $610K | Sell |
8,919
-16
| -0.2% | -$1.09K | ﹤0.01% | 2455 |
|
|
2021
Q2 | $676K | Sell |
8,935
-18
| -0.2% | -$1.36K | ﹤0.01% | 2400 |
|
|
2021
Q1 | $686K | Sell |
8,953
-96
| -1% | -$7.36K | ﹤0.01% | 2274 |
|
|
2020
Q4 | $563K | Sell |
9,049
-393
| -4% | -$24.5K | ﹤0.01% | 2247 |
|
|
2020
Q3 | $514K | Sell |
9,442
-162
| -2% | -$8.82K | ﹤0.01% | 2073 |
|
|
2020
Q2 | $548K | Sell |
9,604
-75
| -0.8% | -$4.28K | ﹤0.01% | 1977 |
|
|
2020
Q1 | $569K | Sell |
9,679
-91
| -0.9% | -$5.35K | ﹤0.01% | 1779 |
|
|
2019
Q4 | $691K | Buy |
9,770
+88
| +0.9% | +$6.22K | ﹤0.01% | 2065 |
|
|
2019
Q3 | $596K | Buy |
9,682
+148
| +2% | +$9.11K | ﹤0.01% | 2071 |
|
|
2019
Q2 | $628K | Buy |
+9,534
| New | +$628K | ﹤0.01% | 2085 |
|