Stone House Investment Management’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $226K | Buy |
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|
2025
Q2 | $205K | Hold |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $137K | Buy |
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|
2024
Q2 | $73.8K | Buy |
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|
2024
Q1 | $14.6K | Hold |
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|
2023
Q4 | $15.9K | Hold |
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|
2023
Q3 | $12.9K | Sell |
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|
2023
Q2 | $124K | Hold |
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|
2023
Q1 | $139K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $140K | Buy |
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