SFS
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Sowell Financial Services’s Customers Bancorp CUBI Stock Holding History

Sowell Financial Services’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,153
Closed -$76K – 993
2021
Q1 		$76K Sell
2,153
-679
-24% -$17.9K ﹤0.01% 1490
2020
Q4 		$51K Hold
2,832
– – ﹤0.01% 1389
2020
Q3 		$32K Sell
2,832
-1,954
-41% -$23.2K ﹤0.01% 1360
2020
Q2 		$58K Hold
4,786
– – ﹤0.01% 1124
2020
Q1 		$52K Buy
+4,786
New +$92.7K ﹤0.01% 1044

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