Allworth Financial’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 | $13.6K | Hold |
232
| – | – | ﹤0.01% | 2737 |
|
|
2025
Q1 | $11.7K | Hold |
232
| – | – | ﹤0.01% | 2347 |
|
|
2024
Q4 | $11.6K | Sell |
232
-40
| -15% | -$2.01K | ﹤0.01% | 2370 |
|
|
2024
Q3 | $12.6K | Sell |
272
-25
| -8% | -$1.16K | ﹤0.01% | 2156 |
|
|
2024
Q2 | $18.4K | Buy |
297
+137
| +86% | +$8.48K | ﹤0.01% | 1935 |
|
|
2024
Q1 | $8.49K | Hold |
160
| – | – | ﹤0.01% | 2173 |
|
|
2023
Q4 | $9.22K | Buy |
+160
| New | +$9.22K | ﹤0.01% | 2011 |
|