Abound Wealth Management’s Customers Bancorp CUBI Stock Holding History

Abound Wealth Management’s Portfolio CUBI Stock Details CUBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$197	Hold
2025 Q2	$177	Hold
2025 Q1	$151	Sell
2024 Q4	$195	Hold
2024 Q3	$186	Sell
2024 Q2	$240	Hold
2024 Q1	$266	Hold
2023 Q4	$289	Buy