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