Ladenburg Thalmann Financial Services’s CU Bancorp CUNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,663
| Closed | -$297K | – | 5257 |
|
|
2017
Q3 | $297K | Buy |
7,663
+1,475
| +24% | +$57.2K | ﹤0.01% | 1804 |
|
|
2017
Q2 | $224K | Hold |
6,188
| – | – | ﹤0.01% | 1930 |
|
|
2017
Q1 | $245K | Hold |
6,188
| – | – | ﹤0.01% | 1768 |
|
|
2016
Q4 | $222K | Hold |
6,188
| – | – | ﹤0.01% | 1749 |
|
|
2016
Q3 | $141K | Hold |
6,188
| – | – | ﹤0.01% | 2000 |
|
|
2016
Q2 | $141K | Hold |
6,188
| – | – | ﹤0.01% | 1912 |
|
|
2016
Q1 | $131K | Hold |
6,188
| – | – | ﹤0.01% | 1886 |
|
|
2015
Q4 | $157K | Sell |
6,188
-5,913
| -49% | -$150K | ﹤0.01% | 1747 |
|
|
2015
Q3 | $272K | Hold |
12,101
| – | – | 0.01% | 1276 |
|
|
2015
Q2 | $268K | Hold |
12,101
| – | – | 0.01% | 1401 |
|
|
2015
Q1 | $275K | Hold |
12,101
| – | – | 0.01% | 1360 |
|
|
2014
Q4 | $262K | Hold |
12,101
| – | – | 0.01% | 1256 |
|
|
2014
Q3 | $227K | Buy |
12,101
+6,188
| +105% | +$116K | 0.01% | 1156 |
|
|
2014
Q2 | $113K | Hold |
5,913
| – | – | ﹤0.01% | 1528 |
|
|
2014
Q1 | $109K | Hold |
5,913
| – | – | ﹤0.01% | 1466 |
|
|
2013
Q4 | $103K | Hold |
5,913
| – | – | ﹤0.01% | 1470 |
|
|
2013
Q3 | $108K | Sell |
5,913
-13,521
| -70% | -$247K | ﹤0.01% | 1356 |
|
|
2013
Q2 | $307K | Buy |
+19,434
| New | +$307K | 0.01% | 803 |
|