Continuum Advisory’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
Sell
-1,386
Closed -$86.3K 583
2025
Q1
$86.3K Sell
1,386
-9
-0.6% -$560 0.01% 550
2024
Q4
$87K Sell
1,395
-13
-0.9% -$810 0.01% 551
2024
Q3
$96.2K Sell
1,408
-48
-3% -$3.28K 0.01% 529
2024
Q2
$77.4K Sell
1,456
-7
-0.5% -$372 0.01% 541
2024
Q1
$79.5K Buy
+1,463
New +$79.5K 0.01% 528