IFP 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 | – | Hold |
0
| – | -$201 | – | 3178 |
|
|
2025
Q1 | – | Hold |
0
| – | -$195 | – | 3668 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3762 |
|
|
2023
Q1 | – | Sell |
-60
| Closed | -$17K | – | 3583 |
|
|
2022
Q4 | $17K | Sell |
60
-7
| -10% | -$1.98K | ﹤0.01% | 3013 |
|
|
2022
Q3 | $18K | Hold |
67
| – | – | ﹤0.01% | 3177 |
|
|
2022
Q2 | $18K | Hold |
67
| – | – | ﹤0.01% | 2933 |
|
|
2022
Q1 | $18K | Buy |
+67
| New | +$18K | ﹤0.01% | 2933 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3568 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3296 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3217 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$1K | – | 3131 |
|
|
2020
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 2590 |
|
|
2020
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2490 |
|
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 2464 |
|
|
2019
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2484 |
|
|
2019
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2658 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$2K | – | 2556 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3084 |
|
|
2018
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 3481 |
|
|
2018
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3413 |
|