CAPTRUST Financial Advisors’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-375,899
Closed -$5.69M 2473
2024
Q4
$5.69M Sell
375,899
-2,929
-0.8% -$44.4K 0.02% 509
2024
Q3
$6.32M Sell
378,828
-9,415
-2% -$157K 0.02% 472
2024
Q2
$5.44M Sell
388,243
-237,721
-38% -$3.33M 0.02% 492
2024
Q1
$8.66M Sell
625,964
-8,488
-1% -$117K 0.03% 368
2023
Q4
$8.62M Sell
634,452
-23,228
-4% -$315K 0.03% 397
2023
Q3
$6.64M Buy
657,680
+5,078
+0.8% +$51.2K 0.03% 426
2023
Q2
$6.53M Buy
652,602
+49
+0% +$490 0.03% 423
2023
Q1
$6.84M Buy
652,553
+1,377
+0.2% +$14.4K 0.03% 378
2022
Q4
$8.08M Sell
651,176
-1
-0% -$12 0.04% 330
2022
Q3
$8.5M Buy
651,177
+650,767
+158,724% +$8.49M 0.05% 292
2022
Q2
$5K Hold
410
﹤0.01% 4131
2022
Q1
$6K Sell
410
-123
-23% -$1.8K ﹤0.01% 4095
2021
Q4
$8K Hold
533
﹤0.01% 3865
2021
Q3
$7K Buy
533
+22
+4% +$289 ﹤0.01% 3827
2021
Q2
$7K Sell
511
-22
-4% -$301 ﹤0.01% 3730
2021
Q1
$7K Buy
+533
New +$7K ﹤0.01% 3615