Community Bank System shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Community Bank System (CBU) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Community Bank System
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All positions including Community Bank System held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Community Bank System by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $38k | 780 | 48.03 |
| 2023-12-31 | $41k | 780 | 52.11 |
| 2023-09-30 | $33k | 780 | 42.21 |
| 2023-06-30 | $37k | 780 | 46.88 |
| 2023-03-31 | $41k | 780 | 52.49 |
| 2022-12-31 | $49k | 780 | 62.95 |
| 2022-09-30 | $47k | 780 | 60.26 |
| 2022-06-30 | $49k | 780 | 62.82 |
| 2022-03-31 | $55k | 780 | 70.51 |
| 2021-12-31 | $58k | 780 | 74.36 |
| 2021-09-30 | $53k | 780 | 67.95 |
| 2021-06-30 | $59k | 780 | 75.64 |
| 2021-03-31 | $60k | 780 | 76.92 |
| 2020-12-31 | $49k | 780 | 62.82 |
| 2020-09-30 | $64k | 1.2k | 54.24 |
| 2020-06-30 | $67k | 1.2k | 56.78 |
| 2020-03-31 | $69k | 1.2k | 58.47 |
| 2019-12-31 | $84k | 1.2k | 71.19 |
More positions owned by Center for Financial Planning
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