Creative Planning’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 |
-224,565
| Closed | -$3.4M | – | 3776 |
|
|
2024
Q4 | $3.4M | Sell |
224,565
-15,824
| -7% | -$262K | ﹤0.01% | 834 |
|
|
2024
Q3 | $4.01M | Sell |
240,389
-24,109
| -9% | -$406K | ﹤0.01% | 724 |
|
|
2024
Q2 | $3.71M | Buy |
264,498
+6,749
| +3% | +$87.2K | ﹤0.01% | 728 |
|
|
2024
Q1 | $3.57M | Buy |
257,749
+6,208
| +2% | +$83.1K | ﹤0.01% | 727 |
|
|
2023
Q4 | $3.42M | Sell |
251,541
-1,584
| -0.6% | -$18.1K | 0.01% | 689 |
|
|
2023
Q3 | $2.55M | Buy |
253,125
+7,200
| +3% | +$78.4K | ﹤0.01% | 754 |
|
|
2023
Q2 | $2.46M | Buy |
245,925
+5,719
| +2% | +$59K | ﹤0.01% | 730 |
|
|
2023
Q1 | $2.52M | Buy |
240,206
+10,372
| +5% | +$133K | ﹤0.01% | 705 |
|
|
2022
Q4 | $2.85M | Sell |
229,834
-18,394
| -7% | -$245K | ﹤0.01% | 635 |
|
|
2022
Q3 | $3.24M | Buy |
248,228
+760
| +0.3% | +$10.3K | 0.01% | 545 |
|
|
2022
Q2 | $3.27M | Buy |
247,468
+16,031
| +7% | +$216K | 0.01% | 563 |
|
|
2022
Q1 | $3.65M | Sell |
231,437
-131
| -0.1% | -$2.08K | 0.01% | 529 |
|
|
2021
Q4 | $3.62M | Buy |
231,568
+142,706
| +161% | +$2.08M | 0.01% | 508 |
|
|
2021
Q3 | $1.16M | Sell |
88,862
-1,132
| -1% | -$15K | ﹤0.01% | 882 |
|
|
2021
Q2 | $1.24M | Sell |
89,994
-400
| -0.4% | -$5.78K | ﹤0.01% | 845 |
|
|
2021
Q1 | $1.25M | Sell |
90,394
-30,622
| -25% | -$395K | ﹤0.01% | 920 |
|
|
2020
Q4 | $1.3M | Buy |
121,016
+79,400
| +191% | +$763K | ﹤0.01% | 835 |
|
|
2020
Q3 | $362K | Buy |
41,616
+15,000
| +56% | +$141K | ﹤0.01% | 1302 |
|
|
2020
Q2 | $260K | Hold |
26,616
| – | – | ﹤0.01% | 1395 |
|
|
2020
Q1 | $224K | Buy |
26,616
+10,000
| +60% | +$121K | ﹤0.01% | 1340 |
|
|
2019
Q4 | $240K | Buy |
+16,616
| New | +$224K | ﹤0.01% | 1538 |
|
Creative Planning's CFB Position: Q1 2025 in Review
Creative Planning sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2025, closing a stake of 224,565 shares — an estimated $3.4M sold.
Creative Planning first reported a position in CFB in Q4 2019 and held it in 21 quarters. The position peaked at $4.01M in Q3 2024. 0 funds tracked by Wall St. Rank hold CFB as of Q1 2025.
- Creative Planning reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
- Creative Planning sold 224,565 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2025, an estimated $3.4M.
- Creative Planning first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2019 and held it in 21 quarters.
- Creative Planning's CrossFirst Bankshares, Inc. Common Stock position peaked at $4.01M in Q3 2024.
- 0 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2025.
Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.