Financial Advocates Investment Management’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 | $891K | Sell |
14,339
-1,816
| -11% | -$113K | 0.07% | 250 |
|
|
2025
Q1 | $1.01M | Sell |
16,155
-95
| -0.6% | -$5.91K | 0.07% | 274 |
|
|
2024
Q4 | $1.01M | Sell |
16,250
-449
| -3% | -$28K | 0.06% | 297 |
|
|
2024
Q3 | $945K | Buy |
16,699
+253
| +2% | +$14.3K | 0.05% | 317 |
|
|
2024
Q2 | $874K | Buy |
16,446
+11,279
| +218% | +$599K | 0.05% | 316 |
|
|
2024
Q1 | $262K | Sell |
5,167
-257
| -5% | -$13K | 0.02% | 636 |
|
|
2023
Q4 | $276K | Sell |
5,424
-2,938
| -35% | -$149K | 0.02% | 580 |
|
|
2023
Q3 | $364K | Buy |
+8,362
| New | +$364K | 0.03% | 480 |
|