Coppell Advisory Solutions’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-776
| Closed | -$37.7K | – | 647 |
|
|
2024
Q4 | $37.7K | Hold |
776
| – | – | 0.01% | 672 |
|
|
2024
Q3 | $35.2K | Hold |
776
| – | – | 0.01% | 667 |
|
|
2024
Q2 | $37.2K | Buy |
+776
| New | +$37.2K | 0.01% | 570 |
|
|
2023
Q4 | $64.9K | Buy |
+1,126
| New | +$64.9K | 0.01% | 440 |
|
|
2023
Q3 | – | Sell |
-1,820
| Closed | -$56.3K | – | 1271 |
|
|
2023
Q2 | $56.3K | Buy |
+1,820
| New | +$56.3K | 0.02% | 329 |
|