Creative Planning’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 | $250K | Buy |
+4,260
| New | +$250K | ﹤0.01% | 3045 |
|
|
2025
Q1 | – | Sell |
-94
| Closed | -$4.58K | – | 3488 |
|
|
2024
Q4 | $4.58K | Buy |
+94
| New | +$4.58K | ﹤0.01% | 3396 |
|
|
2018
Q3 | – | Sell |
-14,904
| Closed | -$423K | – | 1946 |
|
|
2018
Q2 | $423K | Buy |
14,904
+2,000
| +15% | +$56.8K | ﹤0.01% | 1149 |
|
|
2018
Q1 | $376K | Buy |
+12,904
| New | +$376K | ﹤0.01% | 1213 |
|
|
2017
Q4 | – | Sell |
-6,189
| Closed | -$202K | – | 1894 |
|
|
2017
Q3 | $202K | Buy |
6,189
+35
| +0.6% | +$1.14K | ﹤0.01% | 1586 |
|
|
2017
Q2 | $174K | Sell |
6,154
-389
| -6% | -$11K | ﹤0.01% | 1594 |
|
|
2017
Q1 | $206K | Buy |
6,543
+489
| +8% | +$15.4K | ﹤0.01% | 1462 |
|
|
2016
Q4 | $217K | Hold |
6,054
| – | – | ﹤0.01% | 1366 |
|
|
2016
Q3 | $152K | Buy |
6,054
+1,612
| +36% | +$40.5K | ﹤0.01% | 1567 |
|
|
2016
Q2 | $112K | Hold |
4,442
| – | – | ﹤0.01% | 1592 |
|
|
2016
Q1 | $105K | Buy |
+4,442
| New | +$105K | ﹤0.01% | 1588 |
|
|
2015
Q2 | – | Sell |
-357
| Closed | -$9K | – | 1436 |
|
|
2015
Q1 | $9K | Buy |
+357
| New | +$9K | ﹤0.01% | 3190 |
|