Rockbridge Investment Management, Lcc Community Bank System, Inc. Transaction History

Rockbridge Investment Management, Lcc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$37.57 - $53.67 $66,423 - $94,888	1,768 Added 122.61%	3,210 $167 Million
Q1 2023 May 28, 2024	SELL	$51.8 - $64.39 $166,278 - $206,691	-3,210 Closed	0 $0
Q4 2022 May 28, 2024	BUY	$58.94 - $65.38 $189,197 - $209,869	3,210 New	3,210 $202,000
Q3 2022 May 28, 2024	SELL	$60.08 - $72.52 $86,635 - $104,573	-1,442 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$69.47 - $77.89 $100,175 - $112,317	1,442 New	1,442 $101,000
Q2 2020 Aug 20, 2020	BUY	$51.93 - $66.48 $74,883 - $95,864	1,442 New	1,442 $82,000

264

37.2M

22.2K

200

Ticker CBU
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 53,736,000
Market Cap $3.71B
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,...

Get notified when there are updates to the investment portfolio of Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.