Barber Financial Group’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $854K | Sell |
16,952
-709
| -4% | -$39.6K | 0.15% | 52 |
|
|
2022
Q4 | $1.04M | Sell |
17,661
-170
| -1% | -$9.91K | 0.29% | 47 |
|
|
2022
Q3 | $971K | Buy |
17,831
+708
| +4% | +$40.4K | 0.28% | 48 |
|
|
2022
Q2 | $925K | Hold |
17,123
| – | – | 0.15% | 45 |
|
|
2022
Q1 | $1.01M | Hold |
17,123
| – | – | 0.13% | 49 |
|
|
2021
Q4 | $968K | Sell |
17,123
-333
| -2% | -$18.7K | 0.12% | 60 |
|
|
2021
Q3 | $953K | Sell |
17,456
-1,599
| -8% | -$88.2K | 0.12% | 63 |
|
|
2021
Q2 | $1.11M | Hold |
19,055
| – | – | 0.15% | 55 |
|
|
2021
Q1 | $1.14M | Hold |
19,055
| – | – | 0.17% | 57 |
|
|
2020
Q4 | $981K | Sell |
19,055
-1,905
| -9% | -$92.3K | 0.18% | 59 |
|
|
2020
Q3 | $880K | Sell |
20,960
-2,640
| -11% | -$113K | 0.19% | 56 |
|
|
2020
Q2 | $1.05M | Hold |
23,600
| – | – | 0.25% | 50 |
|
|
2020
Q1 | $887K | Hold |
23,600
| – | – | 0.28% | 45 |
|
|
2019
Q4 | $1.2M | Buy |
23,600
+203
| +0.9% | +$9.48K | 0.24% | 63 |
|
|
2019
Q3 | $1.01M | Buy |
23,397
+1,481
| +7% | +$61.8K | 0.21% | 64 |
|
|
2019
Q2 | $929K | Hold |
21,916
| – | – | 0.22% | 59 |
|
|
2019
Q1 | $904K | Buy |
21,916
+171
| +0.8% | +$7.32K | 0.18% | 57 |
|
|
2018
Q4 | $871K | Sell |
21,745
-452
| -2% | -$19.4K | 0.19% | 63 |
|
|
2018
Q3 | $992K | Hold |
22,197
| – | – | 0.24% | 56 |
|
|
2018
Q2 | $972K | Hold |
22,197
| – | – | 0.28% | 55 |
|
|
2018
Q1 | $900K | Buy |
22,197
+20
| +0.1% | +$794 | 0.24% | 61 |
|
|
2017
Q4 | $838K | Buy |
22,177
+420
| +2% | +$15.6K | 0.21% | 61 |
|
|
2017
Q3 | $810K | Hold |
21,757
| – | – | 0.23% | 50 |
|
|
2017
Q2 | $797K | Hold |
21,757
| – | – | 0.26% | 40 |
|
|
2017
Q1 | $788K | Buy |
21,757
+294
| +1% | +$10.8K | 0.27% | 40 |
|
|
2016
Q4 | $800K | Buy |
+21,463
| New | +$724K | 0.29% | 37 |
|
Other funds holding CBSH
CB