Steward Partners Investment Advisory’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 | $11.7K | Hold |
200
| – | – | ﹤0.01% | 3143 |
|
|
2025
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 3096 |
|
|
2024
Q4 | $9.74K | Hold |
200
| – | – | ﹤0.01% | 3113 |
|
|
2024
Q3 | $9.29K | Hold |
200
| – | – | ﹤0.01% | 2974 |
|
|
2024
Q2 | $9.6K | Hold |
200
| – | – | ﹤0.01% | 2833 |
|
|
2024
Q1 | $10.6K | Hold |
200
| – | – | ﹤0.01% | 2788 |
|
|
2023
Q4 | $11.5K | Hold |
200
| – | – | ﹤0.01% | 2644 |
|
|
2023
Q3 | $6.89K | Hold |
200
| – | – | ﹤0.01% | 2714 |
|
|
2023
Q2 | $6.05K | Hold |
200
| – | – | ﹤0.01% | 2733 |
|
|
2023
Q1 | $3.7K | Hold |
200
| – | – | ﹤0.01% | 2883 |
|
|
2022
Q4 | $5.67K | Sell |
200
-2,500
| -93% | -$70.9K | ﹤0.01% | 2731 |
|
|
2022
Q3 | $80K | Hold |
2,700
| – | – | ﹤0.01% | 1581 |
|
|
2022
Q2 | $92K | Hold |
2,700
| – | – | ﹤0.01% | 1529 |
|
|
2022
Q1 | $141K | Buy |
+2,700
| New | +$141K | ﹤0.01% | 1451 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$3.18K | – | 7147 |
|
|
2021
Q1 | $3.18K | Hold |
100
| – | – | ﹤0.01% | 3125 |
|
|
2020
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2690 |
|