Allworth Financial’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.3K | Buy |
664
+13
| +2% | +$808 | ﹤0.01% | 2063 |
|
|
2025
Q1 | $40K | Buy |
651
+231
| +55% | +$14.2K | ﹤0.01% | 1659 |
|
|
2024
Q4 | $27.6K | Sell |
420
-176
| -30% | -$11.5K | ﹤0.01% | 1896 |
|
|
2024
Q3 | $33.7K | Buy |
596
+201
| +51% | +$11.4K | ﹤0.01% | 1583 |
|
|
2024
Q2 | $23.8K | Buy |
395
+315
| +394% | +$19K | ﹤0.01% | 1772 |
|
|
2024
Q1 | $4.06K | Sell |
80
-27
| -25% | -$1.37K | ﹤0.01% | 2495 |
|
|
2023
Q4 | $5.46K | Sell |
107
-98
| -48% | -$5K | ﹤0.01% | 2242 |
|
|
2023
Q3 | $8.93K | Buy |
205
+72
| +54% | +$3.14K | ﹤0.01% | 1884 |
|
|
2023
Q2 | $5.89K | Sell |
133
-352
| -73% | -$15.6K | ﹤0.01% | 2033 |
|
|
2023
Q1 | $25.7K | Buy |
485
+418
| +624% | +$22.1K | ﹤0.01% | 1319 |
|
|
2022
Q4 | $4.15K | Sell |
67
-1
| -1% | -$62 | ﹤0.01% | 1964 |
|
|
2022
Q3 | $4K | Sell |
68
-3
| -4% | -$176 | ﹤0.01% | 1921 |
|
|
2022
Q2 | $4K | Buy |
71
+3
| +4% | +$169 | ﹤0.01% | 1791 |
|
|
2022
Q1 | $4K | Hold |
68
| – | – | ﹤0.01% | 1658 |
|
|
2021
Q4 | $4K | Sell |
68
-1
| -1% | -$59 | ﹤0.01% | 1586 |
|
|
2021
Q3 | $4K | Buy |
69
+6
| +10% | +$348 | ﹤0.01% | 1555 |
|
|
2021
Q2 | $4K | Hold |
63
| – | – | ﹤0.01% | 1243 |
|
|
2021
Q1 | $4K | Hold |
63
| – | – | ﹤0.01% | 1173 |
|
|
2020
Q4 | $3K | Sell |
63
-1
| -2% | -$48 | ﹤0.01% | 1069 |
|
|
2020
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 914 |
|
|
2020
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 931 |
|
|
2020
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 962 |
|
|
2019
Q4 | $3K | Hold |
64
| – | – | ﹤0.01% | 836 |
|
|
2019
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 751 |
|
|
2019
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 739 |
|
|
2019
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 752 |
|
|
2018
Q4 | $3K | Sell |
64
-1
| -2% | -$47 | ﹤0.01% | 675 |
|
|
2018
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 723 |
|
|
2018
Q2 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 711 |
|