Pathstone Holdings’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
$352K Buy
5,992
+1,261
+27% +$74.1K ﹤0.01% 1862
2025
Q1
$237K Sell
4,731
-3,082
-39% -$155K ﹤0.01% 2001
2024
Q4
$380K Sell
7,813
-1,614
-17% -$78.6K ﹤0.01% 1851
2024
Q3
$438K Sell
9,427
-27
-0.3% -$1.25K ﹤0.01% 1787
2024
Q2
$454K Buy
9,454
+1,495
+19% +$71.7K ﹤0.01% 1743
2024
Q1
$422K Buy
7,959
+170
+2% +$9.02K ﹤0.01% 1754
2023
Q4
$449K Buy
+7,789
New +$449K ﹤0.01% 1571