A detailed history of Ever Source Wealth Advisors, LLC transactions in Community Bank System, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 160 shares of CBU stock, worth $10,982. This represents 0.0% of its overall portfolio holdings.

Number of Shares
160
Previous 160 -0.0%
Holding current value
$10,982
Previous $7,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2024

BUY
$41.53 - $48.67 $1,453 - $1,703
35 Added 28.0%
160 $7,000
Q1 2024

Jun 11, 2024

BUY
$43.25 - $52.61 $2,897 - $3,524
67 Added 115.52%
125 $6,000
Q4 2023

Feb 09, 2024

BUY
$37.57 - $53.67 $2,179 - $3,112
58 New
58 $3,000
Q3 2023

Nov 03, 2023

SELL
$40.66 - $55.17 $5,163 - $7,006
-127 Closed
0 $0
Q2 2023

Aug 04, 2023

BUY
$44.86 - $54.89 $5,697 - $6,971
127 New
127 $5,000
Q2 2022

Aug 01, 2022

SELL
$61.45 - $70.99 $3,011 - $3,478
-49 Reduced 52.69%
44 $3,000
Q4 2021

Feb 07, 2022

BUY
$69.24 - $76.17 $6,439 - $7,083
93 New
93 $7,000

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 $3.69B
  • 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
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