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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Hold |
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2025
Q1 | $10K | Hold |
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|
2024
Q4 | $9.74K | Hold |
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|
2024
Q3 | $9.29K | Hold |
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|
2024
Q2 | $9.6K | Hold |
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|
2024
Q1 | $10.6K | Hold |
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|
2023
Q4 | $11.5K | Hold |
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|
2023
Q3 | $6.89K | Hold |
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|
2023
Q2 | $6.05K | Hold |
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|
2023
Q1 | $3.7K | Hold |
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|
2022
Q4 | $5.67K | Sell |
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|
2022
Q3 | $80K | Hold |
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|
2022
Q2 | $92K | Hold |
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|
2022
Q1 | $141K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.18K | Hold |
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|
2020
Q4 | $2K | Buy |
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