CreativeOne Wealth’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

CreativeOne Wealth’s Portfolio CFB Stock Details CFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$67.4K	0.01%	781
2024 Q2	$301K	Hold	21,500	–	–	0.02%	620
2024 Q1	$298K	Buy	+21,500	New	+$288K	0.01%	725
2023 Q3	–	Sell	-23,500	Closed	-$235K	–	853
2023 Q2	$235K	Buy	+23,500	New	+$243K	0.01%	728

CreativeOne Wealth's CFB Position: Q1 2025 in Review

CreativeOne Wealth sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2025, closing a stake of 17,500 shares — an estimated $265K sold.

CreativeOne Wealth first reported a position in CFB in Q2 2023 and held it in 5 quarters. The position peaked at $301K in Q2 2024. 0 funds tracked by Wall St. Rank hold CFB as of Q1 2025.

CreativeOne Wealth reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 17,500 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2025, an estimated $265K.
CreativeOne Wealth first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q2 2023 and held it in 5 quarters.
CreativeOne Wealth's CrossFirst Bankshares, Inc. Common Stock position peaked at $301K in Q2 2024.
0 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.