CAPTRUST Financial Advisors’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 | $1.91M | Sell |
30,777
-193
| -0.6% | -$12K | ﹤0.01% | 988 |
|
|
2025
Q1 | $1.93M | Buy |
30,970
+3,076
| +11% | +$191K | ﹤0.01% | 927 |
|
|
2024
Q4 | $1.74M | Buy |
27,894
+5,614
| +25% | +$350K | 0.01% | 940 |
|
|
2024
Q3 | $1.26M | Buy |
22,280
+3,199
| +17% | +$181K | ﹤0.01% | 1059 |
|
|
2024
Q2 | $1.01M | Buy |
19,081
+197
| +1% | +$10.5K | ﹤0.01% | 1129 |
|
|
2024
Q1 | $957K | Sell |
18,884
-6,115
| -24% | -$310K | ﹤0.01% | 1143 |
|
|
2023
Q4 | $1.27M | Sell |
24,999
-5,761
| -19% | -$293K | ﹤0.01% | 1129 |
|
|
2023
Q3 | $1.34M | Buy |
30,760
+9,884
| +47% | +$430K | 0.01% | 1039 |
|
|
2023
Q2 | $922K | Sell |
20,876
-15,473
| -43% | -$683K | ﹤0.01% | 1254 |
|
|
2023
Q1 | $1.92M | Buy |
36,349
+3,104
| +9% | +$164K | 0.01% | 757 |
|
|
2022
Q4 | $2.05M | Buy |
33,245
+197
| +0.6% | +$12.2K | 0.01% | 711 |
|
|
2022
Q3 | $1.89M | Buy |
33,048
+15,885
| +93% | +$908K | 0.01% | 691 |
|
|
2022
Q2 | $973K | Buy |
17,163
+820
| +5% | +$46.5K | 0.01% | 849 |
|
|
2022
Q1 | $1.01M | Buy |
16,343
+2,071
| +15% | +$128K | 0.01% | 852 |
|
|
2021
Q4 | $847K | Buy |
14,272
+579
| +4% | +$34.4K | 0.01% | 885 |
|
|
2021
Q3 | $785K | Buy |
13,693
+10,722
| +361% | +$615K | 0.01% | 847 |
|
|
2021
Q2 | $182K | Sell |
2,971
-46
| -2% | -$2.82K | ﹤0.01% | 1594 |
|
|
2021
Q1 | $190K | Buy |
3,017
+1,616
| +115% | +$102K | ﹤0.01% | 1514 |
|
|
2020
Q4 | $76K | Sell |
1,401
-2
| -0.1% | -$108 | ﹤0.01% | 1640 |
|
|
2020
Q3 | $61K | Buy |
1,403
+275
| +24% | +$12K | ﹤0.01% | 1557 |
|
|
2020
Q2 | $51K | Buy |
+1,128
| New | +$51K | ﹤0.01% | 1620 |
|
|
2019
Q4 | – | Sell |
-1,128
| Closed | -$51K | – | 1126 |
|
|
2019
Q3 | $51K | Hold |
1,128
| – | – | ﹤0.01% | 987 |
|
|
2019
Q2 | $50K | Buy |
+1,128
| New | +$50K | ﹤0.01% | 965 |
|
|
2018
Q3 | – | Sell |
-1,209
| Closed | -$56K | – | 1575 |
|
|
2018
Q2 | $56K | Sell |
1,209
-50
| -4% | -$2.32K | ﹤0.01% | 654 |
|
|
2018
Q1 | $52K | Buy |
1,259
+1,246
| +9,585% | +$51.5K | ﹤0.01% | 594 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1204 |
|