EverSource Wealth Advisors’s Customers Bancorp CUBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99K | Buy |
85
+42
| +98% | +$2.47K | ﹤0.01% | 3153 |
|
|
2025
Q1 | $2.16K | Buy |
43
+22
| +105% | +$1.11K | ﹤0.01% | 2893 |
|
|
2024
Q4 | $1.02K | Buy |
+21
| New | +$1.02K | ﹤0.01% | 2956 |
|
|
2023
Q1 | – | Sell |
-51
| Closed | -$1.45K | – | 2417 |
|
|
2022
Q4 | $1.45K | Sell |
51
-17
| -25% | -$482 | ﹤0.01% | 2004 |
|
|
2022
Q3 | $2K | Sell |
68
-208
| -75% | -$6.12K | ﹤0.01% | 1648 |
|
|
2022
Q2 | $9K | Hold |
276
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q1 | $14K | Hold |
276
| – | – | ﹤0.01% | 836 |
|
|
2021
Q4 | $18K | Buy |
+276
| New | +$18K | 0.01% | 727 |
|