Farther Finance Advisors’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 | $24.2K | Sell |
412
-23
| -5% | -$1.35K | ﹤0.01% | 2554 |
|
|
2025
Q1 | $22.1K | Sell |
435
-56
| -11% | -$2.84K | ﹤0.01% | 2346 |
|
|
2024
Q4 | $23.9K | Sell |
491
-20
| -4% | -$974 | ﹤0.01% | 2008 |
|
|
2024
Q3 | $23.7K | Buy |
511
+5
| +1% | +$232 | ﹤0.01% | 2003 |
|
|
2024
Q2 | $24.4K | Buy |
506
+85
| +20% | +$4.1K | ﹤0.01% | 1722 |
|
|
2024
Q1 | $21.8K | Buy |
421
+10
| +2% | +$518 | ﹤0.01% | 1460 |
|
|
2023
Q4 | $23.7K | Buy |
411
+367
| +834% | +$21.1K | ﹤0.01% | 1292 |
|
|
2023
Q3 | $1.52K | Hold |
44
| – | – | ﹤0.01% | 1956 |
|
|
2023
Q2 | $1.33K | Buy |
44
+12
| +38% | +$363 | ﹤0.01% | 1886 |
|
|
2023
Q1 | $593 | Hold |
32
| – | – | ﹤0.01% | 1960 |
|
|
2022
Q4 | $907 | Buy |
+32
| New | +$907 | ﹤0.01% | 1677 |
|