Concourse Financial Group Securities’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1771 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3566 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3561 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3608 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3621 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3559 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3540 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3514 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3457 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3408 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3195 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3262 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3216 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3372 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3334 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3244 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3187 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3132 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2980 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2887 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2937 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2884 |
|
|
2019
Q3 | – | Sell |
-2,200
| Closed | -$46K | – | 2588 |
|
|
2019
Q2 | $46K | Hold |
2,200
| – | – | ﹤0.01% | 891 |
|
|
2019
Q1 | $40K | Hold |
2,200
| – | – | ﹤0.01% | 949 |
|
|
2018
Q4 | $40K | Buy |
+2,200
| New | +$40K | ﹤0.01% | 891 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2367 |
|