Colonial Trust’s Commerce Bancshares CBSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.41K	Hold	171	–	–	﹤0.01%	788
2025 Q4	$8.95K	Sell	171 -1	-0.6%	-$52	﹤0.01%	774
2025 Q3	$9.8K	Hold	172	–	–	﹤0.01%	749
2025 Q2	$10.2K	Hold	172	–	–	﹤0.01%	749
2025 Q1	$10.2K	Sell	172 -21	-11%	-$1.28K	﹤0.01%	748
2024 Q4	$11.5K	Buy	193 +21	+12%	+$1.27K	﹤0.01%	921
2024 Q3	$9.27K	Hold	172	–	–	﹤0.01%	807
2024 Q2	$8.7K	Buy	172 +26	+18%	+$1.29K	﹤0.01%	790
2024 Q1	$6.93K	Hold	146	–	–	﹤0.01%	792
2023 Q4	$7.15K	Sell	146 -1	-0.7%	-$43	﹤0.01%	756
2023 Q3	$5.95K	Buy	147 +51	+53%	+$2.21K	﹤0.01%	768
2023 Q2	$3.98K	Buy	96 +2	+2%	+$89	﹤0.01%	815
2023 Q1	$4.72K	Hold	94	–	–	﹤0.01%	761
2022 Q4	$5.54K	Buy	+94	New	+$5.48K	﹤0.01%	739