Nisa Investment 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 | $436K | Hold |
7,422
| – | – | ﹤0.01% | 1027 |
|
|
2025
Q1 | $373K | Buy |
7,422
+270
| +4% | +$13.6K | ﹤0.01% | 1076 |
|
|
2024
Q4 | $348K | Hold |
7,152
| – | – | ﹤0.01% | 1146 |
|
|
2024
Q3 | $332K | Hold |
7,152
| – | – | ﹤0.01% | 1156 |
|
|
2024
Q2 | $343K | Hold |
7,152
| – | – | ﹤0.01% | 1184 |
|
|
2024
Q1 | $379K | Hold |
7,152
| – | – | ﹤0.01% | 1163 |
|
|
2023
Q4 | $412K | Sell |
7,152
-580
| -8% | -$33.4K | ﹤0.01% | 1109 |
|
|
2023
Q3 | $266K | Buy |
7,732
+15
| +0.2% | +$517 | ﹤0.01% | 1238 |
|
|
2023
Q2 | $234K | Buy |
7,717
+167
| +2% | +$5.05K | ﹤0.01% | 1290 |
|
|
2023
Q1 | $140K | Sell |
7,550
-15
| -0.2% | -$278 | ﹤0.01% | 1391 |
|
|
2022
Q4 | $214K | Sell |
7,565
-11
| -0.1% | -$311 | ﹤0.01% | 1356 |
|
|
2022
Q3 | $226K | Buy |
7,576
+26
| +0.3% | +$776 | ﹤0.01% | 1241 |
|
|
2022
Q2 | $256K | Sell |
7,550
-1,800
| -19% | -$61K | ﹤0.01% | 1237 |
|
|
2022
Q1 | $488K | Sell |
9,350
-200
| -2% | -$10.4K | ﹤0.01% | 1083 |
|
|
2021
Q4 | $557K | Hold |
9,550
| – | – | ﹤0.01% | 983 |
|
|
2021
Q3 | $411 | Hold |
9,550
| – | – | ﹤0.01% | 1170 |
|
|
2021
Q2 | $372 | Sell |
9,550
-800
| -8% | -$31 | ﹤0.01% | 1213 |
|
|
2021
Q1 | $329 | Hold |
10,350
| – | – | ﹤0.01% | 1310 |
|
|
2020
Q4 | $188K | Buy |
10,350
+150
| +1% | +$2.73K | ﹤0.01% | 1492 |
|
|
2020
Q3 | $114K | Hold |
10,200
| – | – | ﹤0.01% | 1506 |
|
|
2020
Q2 | $123K | Sell |
10,200
-8,840
| -46% | -$107K | ﹤0.01% | 1395 |
|
|
2020
Q1 | $208K | Buy |
19,040
+18,390
| +2,829% | +$201K | ﹤0.01% | 1180 |
|
|
2019
Q4 | $15K | Hold |
650
| – | – | ﹤0.01% | 1745 |
|
|
2019
Q3 | $13K | Buy |
650
+170
| +35% | +$3.4K | ﹤0.01% | 1713 |
|
|
2019
Q2 | $10K | Hold |
480
| – | – | ﹤0.01% | 1751 |
|
|
2019
Q1 | $9K | Sell |
480
-50
| -9% | -$938 | ﹤0.01% | 1778 |
|
|
2018
Q4 | $10K | Hold |
530
| – | – | ﹤0.01% | 1643 |
|
|
2018
Q3 | $12K | Sell |
530
-5,000
| -90% | -$113K | ﹤0.01% | 1666 |
|
|
2018
Q2 | $157K | Buy |
5,530
+180
| +3% | +$5.11K | ﹤0.01% | 1299 |
|
|
2018
Q1 | $157K | Sell |
5,350
-250
| -4% | -$7.34K | ﹤0.01% | 1280 |
|
|
2017
Q4 | $146K | Hold |
5,600
| – | – | ﹤0.01% | 1319 |
|
|
2017
Q3 | $183K | Hold |
5,600
| – | – | ﹤0.01% | 1268 |
|
|
2017
Q2 | $158K | Buy |
5,600
+450
| +9% | +$12.7K | ﹤0.01% | 1277 |
|
|
2017
Q1 | $162K | Sell |
5,150
-750
| -13% | -$23.6K | ﹤0.01% | 1291 |
|
|
2016
Q4 | $211K | Hold |
5,900
| – | – | ﹤0.01% | 1237 |
|
|
2016
Q3 | $148K | Buy |
5,900
+5,000
| +556% | +$125K | ﹤0.01% | 1279 |
|
|
2016
Q2 | $23K | Hold |
900
| – | – | ﹤0.01% | 1568 |
|
|
2016
Q1 | $21K | Buy |
+900
| New | +$21K | ﹤0.01% | 1588 |
|