Hennessy Advisors Inc’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.61M | Buy |
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|
2025
Q2 | $2.17M | Hold |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.98M | Buy |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $782K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.89M | Sell |
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|
2015
Q4 | $3.95M | Sell |
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|
2015
Q3 | $5.01M | Buy |
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|
2015
Q2 | $4.44M | Sell |
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|
2015
Q1 | $4.75M | Sell |
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|
2014
Q4 | $5.64M | Buy |
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|
2014
Q3 | $4.68M | Buy |
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|
2014
Q2 | $5.17M | Sell |
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|
2014
Q1 | $5.43M | Buy |
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|
2013
Q4 | $5.22M | Buy |
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|
2013
Q3 | $2.51M | Buy |
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