Carson Wealth (CWM LLC)’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,672
| Closed | -$56K | – | 5262 |
|
|
2024
Q4 | $56K | Buy |
3,672
+1,603
| +77% | +$26.5K | ﹤0.01% | 2724 |
|
|
2024
Q3 | $35K | Buy |
2,069
+1,606
| +347% | +$27.1K | ﹤0.01% | 2979 |
|
|
2024
Q2 | $6K | Buy |
463
+417
| +907% | +$5.39K | ﹤0.01% | 3825 |
|
|
2024
Q1 | $1K | Buy |
+46
| New | +$615 | ﹤0.01% | 4257 |
|
|
2023
Q2 | – | Sell |
-230
| Closed | -$2K | – | 4509 |
|
|
2023
Q1 | $2K | Buy |
230
+178
| +342% | +$2.27K | ﹤0.01% | 3726 |
|
|
2022
Q4 | $1K | Buy |
52
+28
| +117% | +$372 | ﹤0.01% | 3895 |
|
|
2022
Q3 | $0 | Buy |
+24
| New | +$325 | ﹤0.01% | 4237 |
|
|
2021
Q2 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1081 |
|
|
2021
Q1 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q4 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q3 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q2 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q1 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1081 |
|
|
2019
Q4 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1081 |
|
|
2019
Q3 | $117K | Buy |
+8,509
| New | +$123K | ﹤0.01% | 1081 |
|
Carson Wealth (CWM LLC)'s CFB Position: Q1 2025 in Review
Carson Wealth (CWM LLC) sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2025, closing a stake of 3,672 shares — an estimated $56K sold.
Carson Wealth (CWM LLC) first reported a position in CFB in Q3 2019 and held it in 15 quarters. The position peaked at $117K in Q2 2021. 0 funds tracked by Wall St. Rank hold CFB as of Q1 2025.
- Carson Wealth (CWM LLC) reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 3,672 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2025, an estimated $56K.
- Carson Wealth (CWM LLC) first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2019 and held it in 15 quarters.
- Carson Wealth (CWM LLC)'s CrossFirst Bankshares, Inc. Common Stock position peaked at $117K in Q2 2021.
- 0 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.