Detalus Advisors’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Sell |
11,119
-4
| -0% | -$249 | 0.2% | 67 |
|
|
2025
Q1 | $692K | Hold |
11,123
| – | – | 0.22% | 65 |
|
|
2024
Q4 | $693K | Buy |
11,123
+427
| +4% | +$26.6K | 0.23% | 59 |
|
|
2024
Q3 | $605K | Hold |
10,696
| – | – | 0.2% | 68 |
|
|
2024
Q2 | $568K | Hold |
10,696
| – | – | 0.19% | 70 |
|
|
2024
Q1 | $542K | Sell |
10,696
-146
| -1% | -$7.4K | 0.19% | 74 |
|
|
2023
Q4 | $552K | Sell |
10,842
-87
| -0.8% | -$4.43K | 0.22% | 72 |
|
|
2023
Q3 | $476K | Hold |
10,929
| – | – | 0.22% | 75 |
|
|
2023
Q2 | $483K | Sell |
10,929
-200
| -2% | -$8.84K | 0.22% | 78 |
|
|
2023
Q1 | $589K | Buy |
11,129
+111
| +1% | +$5.88K | 0.28% | 64 |
|
|
2022
Q4 | $680K | Sell |
11,018
-4
| -0% | -$247 | 0.33% | 61 |
|
|
2022
Q3 | $630K | Sell |
11,022
-228
| -2% | -$13K | 0.38% | 53 |
|
|
2022
Q2 | $638K | Buy |
11,250
+1,305
| +13% | +$74K | 0.37% | 50 |
|
|
2022
Q1 | $615K | Hold |
9,945
| – | – | 0.32% | 53 |
|
|
2021
Q4 | $591K | Sell |
9,945
-4
| -0% | -$238 | 0.28% | 59 |
|
|
2021
Q3 | $570K | Buy |
9,949
+1
| +0% | +$57 | 0.29% | 59 |
|
|
2021
Q2 | $610K | Hold |
9,948
| – | – | 0.32% | 53 |
|
|
2021
Q1 | $627K | Sell |
9,948
-121
| -1% | -$7.63K | 0.37% | 52 |
|
|
2020
Q4 | $544K | Sell |
10,069
-5
| -0% | -$270 | 0.34% | 55 |
|
|
2020
Q3 | $444K | Sell |
10,074
-463
| -4% | -$20.4K | 0.32% | 55 |
|
|
2020
Q2 | $491K | Buy |
10,537
+133
| +1% | +$6.2K | 0.38% | 51 |
|
|
2020
Q1 | $410K | Buy |
10,404
+51
| +0.5% | +$2.01K | 0.38% | 54 |
|
|
2019
Q4 | $551K | Buy |
+10,353
| New | +$551K | 0.4% | 48 |
|