Capital Advisors Inc’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 | $275K | Hold |
4,419
| – | – | ﹤0.01% | 269 |
|
|
2025
Q1 | $275K | Hold |
4,419
| – | – | 0.01% | 261 |
|
|
2024
Q4 | $275K | Sell |
4,419
-234
| -5% | -$14.6K | 0.01% | 261 |
|
|
2024
Q3 | $263K | Hold |
4,653
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $247K | Hold |
4,653
| – | – | 0.01% | 275 |
|
|
2024
Q1 | $236K | Hold |
4,653
| – | – | 0.01% | 277 |
|
|
2023
Q4 | $237K | Sell |
4,653
-1
| -0% | -$51 | 0.01% | 261 |
|
|
2023
Q3 | $203K | Hold |
4,654
| – | – | 0.01% | 250 |
|
|
2023
Q2 | $206K | Hold |
4,654
| – | – | 0.01% | 259 |
|
|
2023
Q1 | $246K | Hold |
4,654
| – | – | 0.01% | 230 |
|
|
2022
Q4 | $287K | Sell |
4,654
-1
| -0% | -$62 | 0.01% | 215 |
|
|
2022
Q3 | $285K | Hold |
4,655
| – | – | 0.01% | 200 |
|
|
2022
Q2 | $264K | Hold |
4,655
| – | – | 0.01% | 210 |
|
|
2022
Q1 | $288K | Hold |
4,655
| – | – | 0.01% | 213 |
|
|
2021
Q4 | $276K | Sell |
4,655
-2
| -0% | -$119 | 0.01% | 212 |
|
|
2021
Q3 | $267K | Sell |
4,657
-234
| -5% | -$13.4K | 0.01% | 203 |
|
|
2021
Q2 | $300K | Buy |
+4,891
| New | +$300K | 0.01% | 197 |
|