Rothschild Investment LLC’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 | $3.82K | Buy |
65
+10
| +18% | +$587 | ﹤0.01% | 1642 |
|
|
2025
Q1 | $2.76K | Buy |
55
+20
| +57% | +$1K | ﹤0.01% | 1713 |
|
|
2024
Q4 | $1.7K | Buy |
35
+5
| +17% | +$243 | ﹤0.01% | 1904 |
|
|
2024
Q3 | $1.39K | Buy |
30
+25
| +500% | +$1.16K | ﹤0.01% | 1929 |
|
|
2024
Q2 | $240 | Hold |
5
| – | – | ﹤0.01% | 2416 |
|
|
2024
Q1 | $265 | Buy |
+5
| New | +$265 | ﹤0.01% | 1616 |
|
|
2022
Q1 | – | Sell |
-5,764
| Closed | -$377K | – | 524 |
|
|
2021
Q4 | $377K | Hold |
5,764
| – | – | 0.03% | 369 |
|
|
2021
Q3 | $248K | Hold |
5,764
| – | – | 0.02% | 425 |
|
|
2021
Q2 | $225K | Buy |
+5,764
| New | +$225K | 0.02% | 441 |
|
|
2020
Q3 | – | Sell |
-13,729
| Closed | -$165K | – | 438 |
|
|
2020
Q2 | $165K | Sell |
13,729
-4,009
| -23% | -$48.2K | 0.02% | 392 |
|
|
2020
Q1 | $194K | Sell |
17,738
-405
| -2% | -$4.43K | 0.03% | 377 |
|
|
2019
Q4 | $432K | Buy |
+18,143
| New | +$432K | 0.04% | 310 |
|