Wakefield Asset Management’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
Q4 | $1.22M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $691K | Sell |
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|
2023
Q2 | $1.17M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $557K | Buy |
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|
2022
Q1 | $854K | Buy |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $924K | Sell |
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|
2021
Q2 | $869K | Buy |
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