Strategic Financial Services’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 | $501K | Sell |
8,812
-223
| -2% | -$12.7K | 0.03% | 90 |
|
|
2025
Q1 | $514K | Sell |
9,035
-210
| -2% | -$11.9K | 0.03% | 86 |
|
|
2024
Q4 | $570K | Hold |
9,245
| – | – | 0.03% | 83 |
|
|
2024
Q3 | $537K | Sell |
9,245
-428
| -4% | -$24.9K | 0.03% | 87 |
|
|
2024
Q2 | $457K | Hold |
9,673
| – | – | 0.03% | 92 |
|
|
2024
Q1 | $465K | Sell |
9,673
-1,159
| -11% | -$55.7K | 0.03% | 86 |
|
|
2023
Q4 | $564K | Hold |
10,832
| – | – | 0.04% | 79 |
|
|
2023
Q3 | $457K | Sell |
10,832
-200
| -2% | -$8.44K | 0.04% | 86 |
|
|
2023
Q2 | $577K | Hold |
11,032
| – | – | 0.04% | 82 |
|
|
2023
Q1 | $579K | Hold |
11,032
| – | – | 0.04% | 83 |
|
|
2022
Q4 | $694K | Hold |
11,032
| – | – | 0.06% | 76 |
|
|
2022
Q3 | $663K | Hold |
11,032
| – | – | 0.06% | 81 |
|
|
2022
Q2 | $698K | Hold |
11,032
| – | – | 0.06% | 84 |
|
|
2022
Q1 | $774K | Hold |
11,032
| – | – | 0.06% | 81 |
|
|
2021
Q4 | $822K | Buy |
11,032
+203
| +2% | +$15.1K | 0.06% | 82 |
|
|
2021
Q3 | $741K | Hold |
10,829
| – | – | 0.06% | 79 |
|
|
2021
Q2 | $819K | Hold |
10,829
| – | – | 0.07% | 79 |
|
|
2021
Q1 | $831K | Sell |
10,829
-237
| -2% | -$18.2K | 0.07% | 78 |
|
|
2020
Q4 | $690K | Buy |
11,066
+1,432
| +15% | +$89.3K | 0.06% | 85 |
|
|
2020
Q3 | $525K | Sell |
9,634
-70
| -0.7% | -$3.82K | 0.05% | 88 |
|
|
2020
Q2 | $553K | Hold |
9,704
| – | – | 0.06% | 81 |
|
|
2020
Q1 | $571K | Buy |
9,704
+2,060
| +27% | +$121K | 0.08% | 81 |
|
|
2019
Q4 | $542K | Hold |
7,644
| – | – | 0.06% | 102 |
|
|
2019
Q3 | $472K | Hold |
7,644
| – | – | 0.06% | 107 |
|
|
2019
Q2 | $503K | Sell |
7,644
-9,483
| -55% | -$624K | 0.07% | 102 |
|
|
2019
Q1 | $1.02M | Buy |
17,127
+7,365
| +75% | +$440K | 0.14% | 93 |
|
|
2018
Q4 | $569K | Buy |
+9,762
| New | +$569K | 0.09% | 98 |
|