A detailed history of Socha Financial Group, LLC transactions in Community Bank System, Inc. stock. As of the latest transaction made, Socha Financial Group, LLC holds 5,450 shares of CBU stock, worth $307,271. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,450
Previous 13,050 58.24%
Holding current value
$307,271
Previous $627 Million 58.95%
% of portfolio
0.12%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$41.53 - $48.67 $315,628 - $369,892
-7,600 Reduced 58.24%
5,450 $257 Million
Q1 2024

May 09, 2024

BUY
$43.25 - $52.61 $328,700 - $399,836
7,600 Added 139.45%
13,050 $627 Million
Q4 2021

Mar 17, 2023

BUY
$69.24 - $76.17 $377,358 - $415,126
5,450 New
5,450 $406 Million

Others Institutions Holding CBU

About COMMUNITY BANK SYSTEM, INC.


  • Ticker CBU
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 53,736,000
  • Market Cap $3.03B
  • Description
  • Community Bank System, Inc. operates as the bank holding company for Community Bank, N.A. that provides various banking and other financial services to retail, commercial, and municipal customers. It operates through three segments: Banking, Employee Benefit Services, and All Other. The company offers various deposits products, such as checking,...
More about CBU
Track This Portfolio

Track Socha Financial Group, LLC Portfolio

Follow Socha Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Socha Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Socha Financial Group, LLC with notifications on news.