Rothschild Investment LLC’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.94K | Sell |
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|
2025
Q2 | $3.82K | Buy |
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|
2025
Q1 | $2.76K | Buy |
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|
2024
Q4 | $1.7K | Buy |
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|
2024
Q3 | $1.39K | Buy |
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|
2024
Q2 | $240 | Hold |
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|
2024
Q1 | $265 | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $377K | Hold |
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|
2021
Q3 | $248K | Hold |
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|
2021
Q2 | $225K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $165K | Sell |
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|
2020
Q1 | $194K | Sell |
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|
2019
Q4 | $432K | Buy |
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