EverSource Wealth Advisors’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.3K | Buy |
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|
2025
Q4 | $7.38K | Sell |
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|
2025
Q3 | $6.8K | Buy |
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|
2025
Q2 | $4.99K | Buy |
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|
2025
Q1 | $2.16K | Buy |
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|
2024
Q4 | $1.02K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.45K | Sell |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $18K | Buy |
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