Envestnet Asset Management’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $958K | Buy |
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|
2024
Q4 | $865K | Buy |
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|
2024
Q3 | $687K | Buy |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $542K | Buy |
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|
2023
Q4 | $549K | Buy |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $304K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $408K | Sell |
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|
2021
Q3 | $295K | Buy |
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|
2021
Q2 | $232K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $122K | Sell |
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|
2020
Q2 | $132K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $11K | Buy |
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|
2017
Q1 | $6K | Sell |
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|
2016
Q4 | $7K | Buy |
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