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

EverSource Wealth Advisors’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	-37	Closed	-$561	–	4197
2024 Q4	$561	Buy	+37	New	+$612	﹤0.01%	3148
2022 Q4	–	Sell	-77	Closed	-$1K	–	2447
2022 Q3	$1K	Buy	+77	New	+$1.04K	﹤0.01%	1935

EverSource Wealth Advisors's CFB Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2025, closing a stake of 37 shares — an estimated $561 sold.

EverSource Wealth Advisors first reported a position in CFB in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 0 funds tracked by Wall St. Rank hold CFB as of Q1 2025.

EverSource Wealth Advisors reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 37 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2025, an estimated $561.
EverSource Wealth Advisors first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2022 and held it in 2 quarters.
EverSource Wealth Advisors's CrossFirst Bankshares, Inc. Common Stock position peaked at $1K in Q3 2022.
0 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.