First Horizon 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 | $1.12K | Hold |
19
| – | – | ﹤0.01% | 2141 |
|
|
2025
Q1 | $953 | Buy |
+19
| New | +$953 | ﹤0.01% | 2135 |
|
|
2024
Q4 | – | Sell |
-18
| Closed | -$836 | – | 2291 |
|
|
2024
Q3 | $836 | Hold |
18
| – | – | ﹤0.01% | 2161 |
|
|
2024
Q2 | $863 | Sell |
18
-209
| -92% | -$10K | ﹤0.01% | 2142 |
|
|
2024
Q1 | $12K | Hold |
227
| – | – | ﹤0.01% | 1520 |
|
|
2023
Q4 | $13.1K | Hold |
227
| – | – | ﹤0.01% | 1496 |
|
|
2023
Q3 | $7.82K | Sell |
227
-170
| -43% | -$5.86K | ﹤0.01% | 1603 |
|
|
2023
Q2 | $12K | Buy |
+397
| New | +$12K | ﹤0.01% | 1471 |
|
|
2022
Q3 | – | Sell |
-195
| Closed | -$6K | – | 2296 |
|
|
2022
Q2 | $6K | Buy |
+195
| New | +$6K | ﹤0.01% | 1753 |
|
|
2022
Q1 | – | Sell |
-182
| Closed | -$11K | – | 1823 |
|
|
2021
Q4 | $11K | Buy |
182
+120
| +194% | +$7.25K | ﹤0.01% | 1479 |
|
|
2021
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 1960 |
|
|
2021
Q2 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 1743 |
|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$12K | – | 1453 |
|
|
2020
Q2 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 953 |
|
|
2018
Q2 | – | Sell |
-247
| Closed | -$7K | – | 1547 |
|
|
2018
Q1 | $7K | Hold |
247
| – | – | ﹤0.01% | 1107 |
|
|
2017
Q4 | $7K | Hold |
247
| – | – | ﹤0.01% | 1123 |
|
|
2017
Q3 | $8K | Hold |
247
| – | – | ﹤0.01% | 1061 |
|
|
2017
Q2 | $7K | Buy |
247
+71
| +40% | +$2.01K | ﹤0.01% | 1074 |
|
|
2017
Q1 | $5K | Buy |
+176
| New | +$5K | ﹤0.01% | 1198 |
|