FinTrust Capital Advisors’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $41.1K | Hold |
727
| – | – | 0.01% | 627 |
|
|
2024
Q2 | $38.6K | Buy |
727
+68
| +10% | +$3.61K | 0.01% | 598 |
|
|
2024
Q1 | $33.4K | Sell |
659
-1
| -0.2% | -$51 | 0.01% | 631 |
|
|
2023
Q4 | $33.6K | Hold |
660
| – | – | 0.01% | 575 |
|
|
2023
Q3 | $28.7K | Hold |
660
| – | – | 0.01% | 576 |
|
|
2023
Q2 | $40.8K | Hold |
660
| – | – | 0.01% | 478 |
|
|
2023
Q1 | $40.8K | Hold |
660
| – | – | 0.01% | 477 |
|
|
2022
Q4 | $40.8K | Sell |
660
-1
| -0.2% | -$62 | 0.01% | 477 |
|
|
2022
Q3 | $40K | Hold |
661
| – | – | 0.01% | 550 |
|
|
2022
Q2 | $39K | Hold |
661
| – | – | 0.01% | 573 |
|
|
2022
Q1 | $41K | Hold |
661
| – | – | 0.01% | 600 |
|
|
2021
Q4 | $39K | Hold |
661
| – | – | 0.01% | 588 |
|
|
2021
Q3 | $38K | Hold |
661
| – | – | 0.01% | 586 |
|
|
2021
Q2 | $41K | Sell |
661
-3,039
| -82% | -$189K | 0.01% | 580 |
|
|
2021
Q1 | $234K | Buy |
+3,700
| New | +$234K | 0.07% | 239 |
|