Steward Partners Investment Advisory’s Customers Bancorp CUBI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.9K	Hold	200	–	–	﹤0.01%	3409
2025 Q4	$14.6K	Hold	200	–	–	﹤0.01%	3271
2025 Q3	$13.1K	Hold	200	–	–	﹤0.01%	3283
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%	-$77.9K	﹤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	+$164K	﹤0.01%	1451
2021 Q2	–	Sell	-100	Closed	-$3.18K	–	7152
2021 Q1	$3.18K	Hold	100	–	–	﹤0.01%	3125
2020 Q4	$2K	Buy	+100	New	+$1.59K	﹤0.01%	2690