A detailed history of Clearstead Advisors, LLC transactions in Community Bank System, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,279 shares of CBU stock, worth $72,007. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,279
Previous 2,031 37.03%
Holding current value
$72,007
Previous $117,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025

SELL
$56.38 - $71.45 $42,397 - $53,730
-752 Reduced 37.03%
1,279 $78,000
Q3 2024

Nov 13, 2024

BUY
$45.86 - $62.82 $1,421 - $1,947
31 Added 1.55%
2,031 $117,000
Q2 2024

Aug 09, 2024

BUY
$41.53 - $48.67 $83,060 - $97,340
2,000 New
2,000 $94,000

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 $3.03B
  • 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 Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, 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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.