Janney Montgomery Scott’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 | – | Sell |
-13,209
| Closed | -$634K | – | 2692 |
|
|
2024
Q2 | $634K | Buy |
13,209
+1,716
| +15% | +$82.4K | ﹤0.01% | 1713 |
|
|
2024
Q1 | $610K | Sell |
11,493
-1,697
| -13% | -$90.1K | ﹤0.01% | 1832 |
|
|
2023
Q4 | $760K | Sell |
13,190
-1,317
| -9% | -$75.9K | ﹤0.01% | 1618 |
|
|
2023
Q3 | $500K | Sell |
14,507
-23
| -0.2% | -$793 | ﹤0.01% | 1768 |
|
|
2023
Q2 | $440K | Buy |
+14,530
| New | +$440K | ﹤0.01% | 1971 |
|
|
2018
Q3 | – | Sell |
-8,665
| Closed | -$246K | – | 2072 |
|
|
2018
Q2 | $246K | Buy |
8,665
+798
| +10% | +$22.7K | ﹤0.01% | 1752 |
|
|
2018
Q1 | $229K | Buy |
+7,867
| New | +$229K | ﹤0.01% | 1744 |
|
|
2017
Q4 | – | Sell |
-7,385
| Closed | -$241K | – | 1929 |
|
|
2017
Q3 | $241K | Buy |
+7,385
| New | +$241K | ﹤0.01% | 1615 |
|