FinTrust Capital Advisors’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $37.9K | Hold |
815
| – | – | 0.01% | 653 |
|
|
2024
Q2 | $39.1K | Hold |
815
| – | – | 0.01% | 595 |
|
|
2024
Q1 | $43.2K | Hold |
815
| – | – | 0.01% | 558 |
|
|
2023
Q4 | $47K | Hold |
815
| – | – | 0.01% | 498 |
|
|
2023
Q3 | $28.1K | Buy |
815
+46
| +6% | +$1.59K | 0.01% | 586 |
|
|
2023
Q2 | $21.8K | Hold |
769
| – | – | 0.01% | 628 |
|
|
2023
Q1 | $21.8K | Hold |
769
| – | – | 0.01% | 627 |
|
|
2022
Q4 | $21.8K | Hold |
769
| – | – | 0.01% | 626 |
|
|
2022
Q3 | $26K | Buy |
769
+38
| +5% | +$1.29K | 0.01% | 659 |
|
|
2022
Q2 | $28K | Buy |
731
+157
| +27% | +$6.01K | 0.01% | 644 |
|
|
2022
Q1 | $30K | Hold |
574
| – | – | 0.01% | 656 |
|
|
2021
Q4 | $38K | Sell |
574
-154
| -21% | -$10.2K | 0.01% | 593 |
|
|
2021
Q3 | $31K | Hold |
728
| – | – | 0.01% | 629 |
|
|
2021
Q2 | $28K | Hold |
728
| – | – | 0.01% | 657 |
|
|
2021
Q1 | $23K | Buy |
+728
| New | +$23K | 0.01% | 667 |
|