CreativeOne Wealth’s Commerce Bancshares CBSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,539
Closed -$245K 1068
2024
Q3
$245K Sell
4,539
-5,867
-56% -$326K 0.01% 840
2024
Q2
$526K Buy
10,406
+40
+0.4% +$1.98K 0.03% 462
2024
Q1
$500K Buy
10,366
+42
+0.4% +$1.99K 0.02% 565
2023
Q4
$500K Buy
10,324
+2,299
+29% +$99.2K 0.03% 371
2023
Q3
$333K Sell
8,025
-26
-0.3% -$1.12K 0.02% 419
2023
Q2
$339K Sell
8,051
-1,998
-20% -$88.5K 0.02% 610
2023
Q1
$507K Buy
10,049
+31
+0.3% +$1.73K 0.03% 468
2022
Q4
$589K Buy
10,018
+33
+0.3% +$1.92K 0.03% 385
2022
Q3
$544K Sell
9,985
-6
-0.1% -$342 0.03% 382
2022
Q2
$540K Buy
9,991
+149
+2% +$8.37K 0.03% 395
2022
Q1
$580K Buy
9,842
+2,013
+26% +$118K 0.03% 388
2021
Q4
$443K Buy
7,829
+78
+1% +$4.39K 0.02% 479
2021
Q3
$423K Buy
7,751
+68
+0.9% +$3.75K 0.02% 447
2021
Q2
$449K Buy
7,683
+27
+0.4% +$1.63K 0.03% 406
2021
Q1
$460K Buy
7,656
+23
+0.3% +$1.33K 0.03% 344
2020
Q4
$393K Buy
7,633
+33
+0.4% +$1.6K 0.03% 327
2020
Q3
$319K Buy
7,600
+38
+0.5% +$1.63K 0.04% 199
2020
Q2
$336K Buy
7,562
+33
+0.4% +$1.45K 0.05% 185
2020
Q1
$283K Hold
7,529
0.05% 161
2019
Q4
$382K Hold
7,529
0.06% 131
2019
Q3
$325K Hold
7,529
0.06% 124
2019
Q2
$319K Hold
7,529
0.07% 120
2019
Q1
$311K Hold
7,529
0.08% 98
2018
Q4
$302K Sell
7,529
-2
-0% -$86 0.1% 82
2018
Q3
$337K Hold
7,531
0.12% 53
2018
Q2
$330K Hold
7,531
0.14% 41
2018
Q1
$305K Buy
+7,531
New +$299K 0.15% 44

Other funds holding CBSH