AssetMark Inc’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5K | Buy |
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|
2025
Q1 | $22.5K | Buy |
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|
2024
Q4 | $19.7K | Buy |
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|
2024
Q3 | $16.7K | Buy |
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|
2024
Q2 | $15.7K | Buy |
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|
2024
Q1 | $17K | Buy |
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|
2023
Q4 | $17.6K | Buy |
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|
2023
Q3 | $4.65K | Hold |
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|
2023
Q2 | $4.08K | Buy |
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|
2023
Q1 | $2.43K | Sell |
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|
2022
Q4 | $15.6K | Buy |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $15K | Buy |
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|
2021
Q4 | $18K | Sell |
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|
2021
Q3 | $13K | Hold |
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|
2021
Q2 | $12K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $306K | Sell |
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|
2019
Q2 | $315K | Buy |
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|
2019
Q1 | $257K | Buy |
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|
2018
Q4 | $102K | Sell |
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|
2018
Q3 | $509K | Buy |
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|
2018
Q2 | $608K | Buy |
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|
2018
Q1 | $610K | Buy |
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|
2017
Q4 | $0 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $0 | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $0 | Sell |
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|
2015
Q2 | $512K | Sell |
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|
2015
Q1 | $465K | Buy |
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|
2014
Q4 | $365K | Sell |
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|
2014
Q3 | $343K | Sell |
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|
2014
Q2 | $397K | Buy |
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