Creative Planning’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 | $16.1M | Sell |
258,586
-451
| -0.2% | -$28K | 0.01% | 387 |
|
|
2025
Q1 | $16.1M | Buy |
259,037
+6,917
| +3% | +$430K | 0.02% | 366 |
|
|
2024
Q4 | $15.7M | Sell |
252,120
-15,740
| -6% | -$981K | 0.02% | 340 |
|
|
2024
Q3 | $15.2M | Sell |
267,860
-5,096
| -2% | -$288K | 0.02% | 335 |
|
|
2024
Q2 | $14.5M | Sell |
272,956
-1,200
| -0.4% | -$63.7K | 0.02% | 324 |
|
|
2024
Q1 | $13.9M | Buy |
274,156
+3,331
| +1% | +$169K | 0.02% | 328 |
|
|
2023
Q4 | $13.8M | Sell |
270,825
-3,437
| -1% | -$175K | 0.03% | 314 |
|
|
2023
Q3 | $11.9M | Buy |
274,262
+3,953
| +1% | +$172K | 0.02% | 322 |
|
|
2023
Q2 | $11.9M | Buy |
270,309
+11,091
| +4% | +$490K | 0.02% | 313 |
|
|
2023
Q1 | $13.7M | Buy |
259,218
+47,904
| +23% | +$2.54M | 0.02% | 272 |
|
|
2022
Q4 | $13M | Buy |
211,314
+5,530
| +3% | +$341K | 0.02% | 278 |
|
|
2022
Q3 | $11.8M | Sell |
205,784
-1,756
| -0.8% | -$100K | 0.02% | 273 |
|
|
2022
Q2 | $11.8M | Buy |
207,540
+13,167
| +7% | +$747K | 0.02% | 289 |
|
|
2022
Q1 | $12M | Buy |
194,373
+10,821
| +6% | +$669K | 0.02% | 293 |
|
|
2021
Q4 | $10.9M | Sell |
183,552
-314
| -0.2% | -$18.6K | 0.02% | 271 |
|
|
2021
Q3 | $10.5M | Buy |
183,866
+2,696
| +1% | +$155K | 0.02% | 256 |
|
|
2021
Q2 | $11.1M | Sell |
181,170
-66,943
| -27% | -$4.11M | 0.02% | 252 |
|
|
2021
Q1 | $15.6M | Sell |
248,113
-8,776
| -3% | -$553K | 0.03% | 206 |
|
|
2020
Q4 | $13.9M | Buy |
256,889
+51,644
| +25% | +$2.79M | 0.03% | 202 |
|
|
2020
Q3 | $9.05M | Sell |
205,245
-40,074
| -16% | -$1.77M | 0.02% | 223 |
|
|
2020
Q2 | $11.4M | Buy |
245,319
+54,547
| +29% | +$2.54M | 0.03% | 174 |
|
|
2020
Q1 | $7.53M | Sell |
190,772
-1,030
| -0.5% | -$40.6K | 0.03% | 202 |
|
|
2019
Q4 | $10.2M | Buy |
191,802
+14,485
| +8% | +$771K | 0.03% | 182 |
|
|
2019
Q3 | $8.03M | Sell |
177,317
-7,812
| -4% | -$354K | 0.03% | 217 |
|
|
2019
Q2 | $8.24M | Buy |
185,129
+4,467
| +2% | +$199K | 0.03% | 208 |
|
|
2019
Q1 | $7.83M | Buy |
180,662
+3,395
| +2% | +$147K | 0.03% | 204 |
|
|
2018
Q4 | $7.46M | Buy |
177,267
+15,120
| +9% | +$636K | 0.03% | 188 |
|
|
2018
Q3 | $7.61M | Buy |
162,147
+1,421
| +0.9% | +$66.7K | 0.03% | 200 |
|
|
2018
Q2 | $7.39M | Buy |
160,726
+5,407
| +3% | +$249K | 0.03% | 192 |
|
|
2018
Q1 | $6.61M | Buy |
155,319
+1,040
| +0.7% | +$44.3K | 0.03% | 195 |
|
|
2017
Q4 | $6.12M | Sell |
154,279
-2,380
| -2% | -$94.4K | 0.03% | 203 |
|
|
2017
Q3 | $6.13M | Buy |
156,659
+1,983
| +1% | +$77.5K | 0.03% | 200 |
|
|
2017
Q2 | $5.95M | Buy |
154,676
+230
| +0.1% | +$8.85K | 0.03% | 196 |
|
|
2017
Q1 | $5.87M | Sell |
154,446
-5,719
| -4% | -$217K | 0.03% | 191 |
|
|
2016
Q4 | $6.27M | Buy |
160,165
+3,554
| +2% | +$139K | 0.04% | 181 |
|
|
2016
Q3 | $4.97M | Buy |
156,611
+3,931
| +3% | +$125K | 0.03% | 202 |
|
|
2016
Q2 | $4.72M | Buy |
152,680
+101,359
| +198% | +$3.13M | 0.03% | 176 |
|
|
2016
Q1 | $1.49M | Buy |
51,321
+104
| +0.2% | +$3.01K | 0.01% | 384 |
|
|
2015
Q4 | $1.4M | Buy |
51,217
+5,369
| +12% | +$147K | 0.01% | 403 |
|
|
2015
Q3 | $1.28M | Sell |
45,848
-1,491
| -3% | -$41.7K | 0.01% | 410 |
|
|
2015
Q2 | $1.36M | Buy |
47,339
+5,758
| +14% | +$165K | 0.01% | 387 |
|
|
2015
Q1 | $1.08M | Sell |
41,581
-1,238
| -3% | -$32.2K | 0.01% | 434 |
|
|
2014
Q4 | $1.14M | Sell |
42,819
-13
| -0% | -$347 | 0.01% | 409 |
|
|
2014
Q3 | $1.12M | Hold |
42,832
| – | – | 0.01% | 365 |
|
|
2014
Q2 | $1.16M | Sell |
42,832
-1,336
| -3% | -$36.3K | 0.02% | 347 |
|
|
2014
Q1 | $1.2M | Sell |
44,168
-12,805
| -22% | -$348K | 0.02% | 318 |
|
|
2013
Q4 | $1.5M | Sell |
56,973
-11,038
| -16% | -$290K | 0.03% | 228 |
|
|
2013
Q3 | $1.66M | Buy |
68,011
+34,626
| +104% | +$845K | 0.03% | 177 |
|
|
2013
Q2 | $810K | Buy |
+33,385
| New | +$810K | 0.02% | 283 |
|