Sageworth Trust’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 | $356K | Hold |
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|
2025
Q2 | $320K | Hold |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $275K | Hold |
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|
2023
Q1 | $168K | Buy |
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|
2022
Q4 | $156K | Hold |
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|
2022
Q3 | $162K | Hold |
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|
2022
Q2 | $186K | Hold |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $358K | Sell |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | $183K | Hold |
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|
2020
Q4 | $105K | Hold |
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|
2020
Q3 | $65K | Hold |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $64K | Hold |
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|
2019
Q4 | $138K | Hold |
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|
2019
Q3 | $120K | Hold |
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|
2019
Q2 | $121K | Hold |
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|
2019
Q1 | $106K | Hold |
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|
2018
Q4 | $105K | Hold |
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|
2018
Q3 | $136K | Hold |
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|
2018
Q2 | $164K | Hold |
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|
2018
Q1 | $168K | Buy |
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|
2017
Q4 | $146K | Hold |
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|
2017
Q3 | $183K | Hold |
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|
2017
Q2 | $159K | Hold |
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|
2017
Q1 | $177K | Sell |
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|
2016
Q4 | $204K | Buy |
|