Mackenzie Financial’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 | $1.83M | Sell |
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|
2025
Q2 | $1.82M | Buy |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $283K | Buy |
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|
2024
Q2 | $281K | Buy |
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|
2024
Q1 | $281K | Buy |
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|
2023
Q4 | $238K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2.72M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $997K | Sell |
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|
2015
Q4 | $5.56M | Buy |
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|
2015
Q3 | $5M | Sell |
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|
2015
Q2 | $5.25M | Buy |
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|
2015
Q1 | $4.07M | Hold |
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|
2014
Q4 | $3.25M | Hold |
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|
2014
Q3 | $3M | Sell |
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|
2014
Q2 | $3.41M | Buy |
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