Creative Planning’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-224,565
| Closed | -$3.4M | – | 3741 |
|
|
2024
Q4 | $3.4M | Sell |
224,565
-15,824
| -7% | -$240K | ﹤0.01% | 832 |
|
|
2024
Q3 | $4.01M | Sell |
240,389
-24,109
| -9% | -$402K | ﹤0.01% | 724 |
|
|
2024
Q2 | $3.71M | Buy |
264,498
+6,749
| +3% | +$94.6K | ﹤0.01% | 727 |
|
|
2024
Q1 | $3.57M | Buy |
257,749
+6,208
| +2% | +$85.9K | ﹤0.01% | 726 |
|
|
2023
Q4 | $3.42M | Sell |
251,541
-1,584
| -0.6% | -$21.5K | 0.01% | 688 |
|
|
2023
Q3 | $2.55M | Buy |
253,125
+7,200
| +3% | +$72.6K | ﹤0.01% | 752 |
|
|
2023
Q2 | $2.46M | Buy |
245,925
+5,719
| +2% | +$57.2K | ﹤0.01% | 729 |
|
|
2023
Q1 | $2.52M | Buy |
240,206
+10,372
| +5% | +$109K | ﹤0.01% | 701 |
|
|
2022
Q4 | $2.85M | Sell |
229,834
-18,394
| -7% | -$228K | ﹤0.01% | 633 |
|
|
2022
Q3 | $3.24M | Buy |
248,228
+760
| +0.3% | +$9.92K | 0.01% | 544 |
|
|
2022
Q2 | $3.27M | Buy |
247,468
+16,031
| +7% | +$212K | 0.01% | 562 |
|
|
2022
Q1 | $3.65M | Sell |
231,437
-131
| -0.1% | -$2.06K | 0.01% | 529 |
|
|
2021
Q4 | $3.62M | Buy |
231,568
+142,706
| +161% | +$2.23M | 0.01% | 508 |
|
|
2021
Q3 | $1.16M | Sell |
88,862
-1,132
| -1% | -$14.7K | ﹤0.01% | 882 |
|
|
2021
Q2 | $1.24M | Sell |
89,994
-400
| -0.4% | -$5.5K | ﹤0.01% | 845 |
|
|
2021
Q1 | $1.25M | Sell |
90,394
-30,622
| -25% | -$422K | ﹤0.01% | 910 |
|
|
2020
Q4 | $1.3M | Buy |
121,016
+79,400
| +191% | +$854K | ﹤0.01% | 825 |
|
|
2020
Q3 | $362K | Buy |
41,616
+15,000
| +56% | +$130K | ﹤0.01% | 1285 |
|
|
2020
Q2 | $260K | Hold |
26,616
| – | – | ﹤0.01% | 1377 |
|
|
2020
Q1 | $224K | Buy |
26,616
+10,000
| +60% | +$84.2K | ﹤0.01% | 1327 |
|
|
2019
Q4 | $240K | Buy |
+16,616
| New | +$240K | ﹤0.01% | 1528 |
|