Bank of Montreal’s Customers Bancorp CUBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
5,258
+38
+0.7% +$2.23K ﹤0.01% 2292
2025
Q1
$262K Buy
+5,220
New +$262K ﹤0.01% 2330
2024
Q3
Sell
-8,900
Closed -$429K 3530
2024
Q2
$429K Buy
8,900
+2,862
+47% +$138K ﹤0.01% 2238
2024
Q1
$321K Buy
6,038
+2,386
+65% +$127K ﹤0.01% 2449
2023
Q4
$217K Buy
+3,652
New +$217K ﹤0.01% 2676
2023
Q1
Sell
-26,149
Closed -$741K 3487
2022
Q4
$741K Buy
+26,149
New +$741K ﹤0.01% 2014
2022
Q3
Sell
-20,476
Closed -$740 3563
2022
Q2
$740 Buy
20,476
+11,594
+131% +$419 ﹤0.01% 2122
2022
Q1
$472K Sell
8,882
-9
-0.1% -$478 ﹤0.01% 2456
2021
Q4
$577K Sell
8,891
-368
-4% -$23.9K ﹤0.01% 2233
2021
Q3
$399K Sell
9,259
-174
-2% -$7.5K ﹤0.01% 2804
2021
Q2
$383K Buy
9,433
+1,307
+16% +$53.1K ﹤0.01% 2838
2021
Q1
$259K Buy
8,126
+685
+9% +$21.8K ﹤0.01% 2635
2020
Q4
$163K Buy
7,441
+5,153
+225% +$113K ﹤0.01% 2887
2020
Q3
$29K Sell
2,288
-2,286
-50% -$29K ﹤0.01% 3252
2020
Q2
$47K Buy
4,574
+2,977
+186% +$30.6K ﹤0.01% 3106
2020
Q1
$16K Sell
1,597
-104,172
-98% -$1.04M ﹤0.01% 3021
2019
Q4
$2.52M Buy
105,769
+101,567
+2,417% +$2.42M ﹤0.01% 1484
2019
Q3
$88K Buy
4,202
+143
+4% +$3K ﹤0.01% 2892
2019
Q2
$85K Buy
4,059
+2,344
+137% +$49.1K ﹤0.01% 2994
2019
Q1
$31K Sell
1,715
-690
-29% -$12.5K ﹤0.01% 3123
2018
Q4
$45K Sell
2,405
-127,670
-98% -$2.39M ﹤0.01% 2982
2018
Q3
$3.06M Buy
130,075
+30,429
+31% +$716K ﹤0.01% 1321
2018
Q2
$2.83M Sell
99,646
-5,449
-5% -$155K ﹤0.01% 1338
2018
Q1
$3.06M Buy
105,095
+33,006
+46% +$962K ﹤0.01% 1280
2017
Q4
$1.87M Sell
72,089
-37,410
-34% -$972K ﹤0.01% 1486
2017
Q3
$3.57M Sell
109,499
-3,343
-3% -$109K ﹤0.01% 1242
2017
Q2
$3.19M Buy
112,842
+41,241
+58% +$1.17M ﹤0.01% 1289
2017
Q1
$2.26M Sell
71,601
-2,845
-4% -$89.7K ﹤0.01% 1369
2016
Q4
$2.27M Sell
74,446
-28,205
-27% -$860K ﹤0.01% 1357
2016
Q3
$2.58M Sell
102,651
-34,139
-25% -$859K ﹤0.01% 1286
2016
Q2
$3.44M Sell
136,790
-4,107
-3% -$103K ﹤0.01% 1169
2016
Q1
$3.33M Buy
140,897
+10,593
+8% +$250K ﹤0.01% 1118
2015
Q4
$3.55M Buy
130,304
+77,259
+146% +$2.1M ﹤0.01% 1070
2015
Q3
$1.36M Buy
53,045
+1,824
+4% +$46.8K ﹤0.01% 1335
2015
Q2
$1.38M Sell
51,221
-8,869
-15% -$239K ﹤0.01% 1406
2015
Q1
$1.46M Sell
60,090
-6,437
-10% -$157K ﹤0.01% 1362
2014
Q4
$1.29M Buy
66,527
+209
+0.3% +$4.07K ﹤0.01% 1354
2014
Q3
$1.19M Buy
66,318
+63,916
+2,661% +$1.15M ﹤0.01% 1387
2014
Q2
$48K Sell
2,402
-63,974
-96% -$1.28M ﹤0.01% 2811
2014
Q1
$1.26M Buy
66,376
+46,191
+229% +$876K ﹤0.01% 1227
2013
Q4
$375K Buy
+20,185
New +$375K ﹤0.01% 1671