Carson Wealth (CWM LLC)’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 |
-3,672
| Closed | -$56K | – | 5257 |
|
|
2024
Q4 | $56K | Buy |
3,672
+1,603
| +77% | +$24.4K | ﹤0.01% | 2722 |
|
|
2024
Q3 | $35K | Buy |
2,069
+1,606
| +347% | +$27.2K | ﹤0.01% | 2977 |
|
|
2024
Q2 | $6K | Buy |
463
+417
| +907% | +$5.4K | ﹤0.01% | 3823 |
|
|
2024
Q1 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 4252 |
|
|
2023
Q2 | – | Sell |
-230
| Closed | -$2K | – | 4495 |
|
|
2023
Q1 | $2K | Buy |
230
+178
| +342% | +$1.55K | ﹤0.01% | 3719 |
|
|
2022
Q4 | $1K | Buy |
52
+28
| +117% | +$538 | ﹤0.01% | 3881 |
|
|
2022
Q3 | $0 | Buy |
+24
| New | – | ﹤0.01% | 4215 |
|
|
2021
Q2 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1079 |
|
|
2021
Q1 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1079 |
|
|
2020
Q4 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1079 |
|
|
2020
Q3 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1079 |
|
|
2020
Q2 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1079 |
|
|
2020
Q1 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1079 |
|
|
2019
Q4 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1079 |
|
|
2019
Q3 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1079 |
|
|
2019
Q2 | $117K | Hold |
8,509
| – | – | ﹤0.01% | 1079 |
|
|
2019
Q1 | $117K | Buy |
+8,509
| New | +$117K | ﹤0.01% | 1079 |
|