Financial Advocates Investment Management’s Commerce Bancshares CBSH Stock Holding History

Financial Advocates Investment Management’s Portfolio CBSH Stock Details CBSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$891K	Sell
2025 Q1	$1.01M	Sell
2024 Q4	$1.01M	Sell
2024 Q3	$945K	Buy
2024 Q2	$874K	Buy
2024 Q1	$262K	Sell
2023 Q4	$276K	Sell
2023 Q3	$364K	Buy