Beacon Pointe Advisors’s Commerce Bancshares CBSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$854K Buy
2023
Q2
Sell
2023
Q1
$780K Sell
2022
Q4
$984K Buy
2022
Q3
$395K Sell
2022
Q2
$412K Sell
2022
Q1
$1.64M Buy
2021
Q4
$250K Buy
2021
Q3
Sell
2021
Q2
$208K Buy