Alliance Wealth Advisors, LLC Community Bank System, Inc. Transaction History

Alliance Wealth Advisors, LLC

$245 Million
Q4 2025

A detailed history of Alliance Wealth Advisors, LLC transactions in Community Bank System, Inc. stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 20,825 shares of CBU stock, worth $1.18 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

20,825

Previous 10,675 95.08%

Holding current value

$1.18 Million

Previous $625,000 88.16%

% of portfolio

0.48%

Previous 0.26%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$55.01 - $59.01 $558,351 - $598,951	10,150 Added 95.08%	20,825 $1.18 Million
Q3 2025 Oct 15, 2025	SELL	$51.46 - $62.05 $17,290 - $20,848	-336 Reduced 3.05%	10,675 $625,000
Q2 2025 Jul 17, 2025	SELL	$50.88 - $58.16 $18,265 - $20,879	-359 Reduced 3.16%	11,011 $626,000
Q4 2024 Jan 28, 2025	SELL	$56.38 - $71.45 $370,754 - $469,855	-6,576 Reduced 36.64%	11,370 $701,000
Q3 2024 Oct 16, 2024	SELL	$45.86 - $62.82 $46,547 - $63,762	-1,015 Reduced 5.35%	17,946 $1.04 Million

Q1 2024 Apr 16, 2024	SELL	$43.25 - $52.61 $5,882 - $7,154	-136 Reduced 0.71%	18,961 $910,000
Q3 2023 Oct 11, 2023	BUY	$40.66 - $55.17 $66,845 - $90,699	1,644 Added 9.42%	19,097 $806,000
Q2 2023 Jul 24, 2023	SELL	$44.86 - $54.89 $18,033 - $22,065	-402 Reduced 2.25%	17,453 $818,000
Q2 2022 Jul 20, 2022	SELL	$61.45 - $70.99 $177,098 - $204,593	-2,882 Reduced 13.9%	17,855 $1.13 Million
Q1 2022 Apr 12, 2022	SELL	$69.47 - $77.89 $43,210 - $48,447	-622 Reduced 2.91%	20,737 $1.46 Million
Q3 2021 Oct 12, 2021	BUY	$65.53 - $76.11 $132,960 - $154,427	2,029 Added 10.5%	21,359 $1.46 Million
Q2 2021 Jul 27, 2021	SELL	$75.38 - $81.52 $5,804 - $6,277	-77 Reduced 0.4%	19,330 $1.46 Million
Q1 2021 Apr 14, 2021	SELL	$62.03 - $82.46 $43,421 - $57,721	-700 Reduced 3.48%	19,407 $1.49 Million
Q4 2020 Mar 09, 2021	BUY	$54.35 - $67.11 $1.09 Million - $1.35 Million	20,107 New	20,107 $1.25 Million

Others Institutions Holding CBU

# of Institutions

269

Shares Held

39.5M

Call Options Held

6.7K

Put Options Held

24K

View Full List

About COMMUNITY BANK SYSTEM, INC.

Ticker CBU
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 53,736,000
Market Cap $3.04B
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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Alliance Wealth Advisors, LLC Community Bank System, Inc. Transaction History