CreativeOne Wealth’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 |
-17,500
| Closed | -$265K | – | 1162 |
|
|
2024
Q4 | $265K | Hold |
17,500
| – | – | 0.01% | 926 |
|
|
2024
Q3 | $292K | Sell |
17,500
-4,000
| -19% | -$66.8K | 0.01% | 781 |
|
|
2024
Q2 | $301K | Hold |
21,500
| – | – | 0.02% | 620 |
|
|
2024
Q1 | $298K | Buy |
+21,500
| New | +$298K | 0.01% | 725 |
|
|
2023
Q3 | – | Sell |
-23,500
| Closed | -$235K | – | 853 |
|
|
2023
Q2 | $235K | Buy |
+23,500
| New | +$235K | 0.01% | 728 |
|