Coldstream Capital Management’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	–	Sell	-2,979	Closed	-$150K	–	1639
2025 Q1	$150K	Buy	+2,979	New	+$150K	﹤0.01%	1144
2024 Q2	–	Sell	-3,799	Closed	-$202K	–	994
2024 Q1	$202K	Buy	3,799 +14	+0.4%	+$743	0.01%	958
2023 Q4	$218K	Buy	+3,785	New	+$218K	0.01%	855