Curi RMB Capital’s Commerce Bancshares CBSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$256K	Sell	5,211 -33	-0.6%	-$1.71K	﹤0.01%	766
2025 Q4	$274K	Buy	5,244 +87	+2%	+$4.55K	﹤0.01%	779
2025 Q3	$293K	Buy	5,157 +643	+14%	+$37.8K	0.01%	610
2025 Q2	$267K	Buy	4,514 +159	+4%	+$9.33K	0.01%	604
2025 Q1	$258K	Buy	+4,355	New	+$265K	0.01%	449
2024 Q2	–	Sell	-4,438	Closed	-$214K	–	534
2024 Q1	$214K	Sell	4,438 -211	-5%	-$10K	﹤0.01%	544
2023 Q4	$225K	Buy	+4,649	New	+$201K	0.01%	481
2023 Q2	–	Sell	-4,356	Closed	-$220K	–	510
2023 Q1	$220K	Hold	4,356	–	–	0.01%	465
2022 Q4	$256K	Hold	4,356	–	–	0.01%	436
2022 Q3	$237K	Hold	4,356	–	–	0.01%	432
2022 Q2	$235K	Hold	4,356	–	–	0.01%	438
2022 Q1	$257K	Sell	4,356 -5,449	-56%	-$318K	0.01%	407
2021 Q4	$555K	Sell	9,805 -1	-0%	-$56	0.02%	347
2021 Q3	$535K	Hold	9,806	–	–	0.02%	339
2021 Q2	$573K	Hold	9,806	–	–	0.02%	342
2021 Q1	$589K	Hold	9,806	–	–	0.02%	335
2020 Q4	$505K	Sell	9,806 -1	-0%	-$48	0.02%	429
2020 Q3	$412K	Hold	9,807	–	–	0.02%	450
2020 Q2	$435K	Hold	9,807	–	–	0.02%	427
2020 Q1	$368K	Sell	9,807 -5,140	-34%	-$243K	0.02%	451
2019 Q4	$758K	Sell	14,947 -3	-0%	-$140	0.03%	395
2019 Q3	$644K	Hold	14,950	–	–	0.02%	449
2019 Q2	$634K	Sell	14,950 -2,176	-13%	-$91.8K	0.02%	498
2019 Q1	$707K	Buy	17,126 +4,359	+34%	+$187K	0.02%	513
2018 Q4	$511K	Sell	12,767 -4,363	-25%	-$187K	0.02%	628
2018 Q3	$765K	Hold	17,130	–	–	0.02%	549
2018 Q2	$750K	Buy	17,130 +65	+0.4%	+$2.83K	0.02%	553
2018 Q1	$692K	Buy	17,065 +4,360	+34%	+$173K	0.02%	573
2017 Q4	$480K	Buy	+12,705	New	+$473K	0.01%	611