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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-26,064
Closed -$395K 719
2024
Q4
$395K Buy
26,064
+5,116
+24% +$77.5K 0.01% 438
2024
Q3
$350K Buy
20,948
+6,826
+48% +$114K 0.01% 437
2024
Q2
$198K Buy
+14,122
New +$198K 0.01% 538