Strategic Financial Services’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 | $517K | Hold |
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|
2025
Q2 | $501K | Sell |
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|
2025
Q1 | $514K | Sell |
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|
2024
Q4 | $570K | Hold |
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|
2024
Q3 | $537K | Sell |
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|
2024
Q2 | $457K | Hold |
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|
2024
Q1 | $465K | Sell |
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|
2023
Q4 | $564K | Hold |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $577K | Hold |
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|
2023
Q1 | $579K | Hold |
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|
2022
Q4 | $694K | Hold |
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|
2022
Q3 | $663K | Hold |
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|
2022
Q2 | $698K | Hold |
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|
2022
Q1 | $774K | Hold |
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|
2021
Q4 | $822K | Buy |
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|
2021
Q3 | $741K | Hold |
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|
2021
Q2 | $819K | Hold |
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|
2021
Q1 | $831K | Sell |
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|
2020
Q4 | $690K | Buy |
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|
2020
Q3 | $525K | Sell |
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|
2020
Q2 | $553K | Hold |
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|
2020
Q1 | $571K | Buy |
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|
2019
Q4 | $542K | Hold |
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|
2019
Q3 | $472K | Hold |
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|
2019
Q2 | $503K | Sell |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $569K | Buy |
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