Allworth Financial’s Customers Bancorp CUBI Stock Holding History

Allworth Financial’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 Q2	$13.6K	Hold
2025 Q1	$11.7K	Hold
2024 Q4	$11.6K	Sell
2024 Q3	$12.6K	Sell
2024 Q2	$18.4K	Buy
2024 Q1	$8.49K	Hold
2023 Q4	$9.22K	Buy