Stone House Investment Management’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 | $205K | Hold |
3,598
| – | – | 0.04% | 68 |
|
|
2025
Q1 | $205K | Buy |
+3,598
| New | +$205K | 0.04% | 58 |
|
|
2024
Q4 | – | Sell |
-2,360
| Closed | -$137K | – | 95 |
|
|
2024
Q3 | $137K | Buy |
2,360
+797
| +51% | +$46.3K | 0.03% | 60 |
|
|
2024
Q2 | $73.8K | Buy |
1,563
+1,258
| +412% | +$59.4K | 0.02% | 97 |
|
|
2024
Q1 | $14.6K | Hold |
305
| – | – | ﹤0.01% | 209 |
|
|
2023
Q4 | $15.9K | Hold |
305
| – | – | 0.01% | 134 |
|
|
2023
Q3 | $12.9K | Sell |
305
-2,350
| -89% | -$99.2K | ﹤0.01% | 147 |
|
|
2023
Q2 | $124K | Hold |
2,655
| – | – | 0.05% | 51 |
|
|
2023
Q1 | $139K | Buy |
+2,655
| New | +$139K | 0.05% | 48 |
|
|
2019
Q2 | – | Sell |
-2,350
| Closed | -$140K | – | 53 |
|
|
2019
Q1 | $140K | Buy |
+2,350
| New | +$140K | 0.07% | 53 |
|