Freedom Investment Management’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-11,774
| Closed | -$218K | – | 714 |
|
2023
Q1 | $218K | Sell |
11,774
-1,327
| -10% | -$24.6K | 0.02% | 635 |
|
2022
Q4 | $371K | Sell |
13,101
-245
| -2% | -$6.94K | 0.04% | 517 |
|
2022
Q3 | $393K | Buy |
13,346
+239
| +2% | +$7.05K | 0.05% | 489 |
|
2022
Q2 | $444K | Buy |
13,107
+175
| +1% | +$5.93K | 0.05% | 494 |
|
2022
Q1 | $674K | Sell |
12,932
-3,296
| -20% | -$172K | 0.06% | 387 |
|
2021
Q4 | $1.06M | Sell |
16,228
-1,754
| -10% | -$115K | 0.08% | 327 |
|
2021
Q3 | $774K | Buy |
17,982
+1,335
| +8% | +$57.5K | 0.06% | 391 |
|
2021
Q2 | $649K | Sell |
16,647
-5
| -0% | -$195 | 0.05% | 460 |
|
2021
Q1 | $530K | Sell |
16,652
-5,193
| -24% | -$165K | 0.04% | 503 |
|
2020
Q4 | $397K | Sell |
21,845
-2,487
| -10% | -$45.2K | 0.04% | 398 |
|
2020
Q3 | $273K | Sell |
24,332
-2,728
| -10% | -$30.6K | 0.03% | 429 |
|
2020
Q2 | $325K | Sell |
27,060
-7,723
| -22% | -$92.8K | 0.04% | 382 |
|
2020
Q1 | $774K | Buy |
34,783
+5,287
| +18% | +$118K | 0.07% | 237 |
|
2019
Q4 | $702K | Sell |
29,496
-6,629
| -18% | -$158K | 0.06% | 268 |
|
2019
Q3 | $749K | Buy |
36,125
+5,399
| +18% | +$112K | 0.07% | 262 |
|
2019
Q2 | $645K | Sell |
30,726
-1,036
| -3% | -$21.7K | 0.05% | 299 |
|
2019
Q1 | $582K | Buy |
31,762
+482
| +2% | +$8.83K | 0.05% | 348 |
|
2018
Q4 | $569K | Sell |
31,280
-3,755
| -11% | -$68.3K | 0.04% | 394 |
|
2018
Q3 | $867K | Buy |
35,035
+3,341
| +11% | +$82.7K | 0.05% | 364 |
|
2018
Q2 | $899K | Buy |
+31,694
| New | +$899K | 0.05% | 364 |
|
2018
Q1 | – | Sell |
-12,431
| Closed | -$323K | – | 1133 |
|
2017
Q4 | $323K | Buy |
12,431
+3,488
| +39% | +$90.6K | 0.02% | 855 |
|
2017
Q3 | $292K | Buy |
+8,943
| New | +$292K | 0.02% | 864 |
|