Y-Intercept (HK)’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
+8,176
| New | +$480K | 0.01% | 1218 |
|
|
2025
Q1 | – | Sell |
-9,480
| Closed | -$461K | – | 1274 |
|
|
2024
Q4 | $461K | Sell |
9,480
-6,373
| -40% | -$310K | 0.03% | 762 |
|
|
2024
Q3 | $736K | Buy |
+15,853
| New | +$736K | 0.05% | 583 |
|
|
2024
Q1 | – | Sell |
-5,032
| Closed | -$290K | – | 1431 |
|
|
2023
Q4 | $290K | Sell |
5,032
-12,314
| -71% | -$710K | 0.03% | 840 |
|
|
2023
Q3 | $598K | Sell |
17,346
-5,271
| -23% | -$182K | 0.06% | 497 |
|
|
2023
Q2 | $684K | Hold |
22,617
| – | – | 0.07% | 433 |
|
|
2023
Q1 | $419K | Buy |
22,617
+11,061
| +96% | +$205K | 0.05% | 620 |
|
|
2022
Q4 | $327K | Buy |
+11,556
| New | +$327K | 0.05% | 619 |
|