Forvis Mazars Wealth Advisors’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-55,000
| Closed | -$833K | – | 432 |
|
|
2024
Q4 | $833K | Hold |
55,000
| – | – | 0.02% | 245 |
|
|
2024
Q3 | $918K | Buy |
+55,000
| New | +$918K | 0.02% | 239 |
|
|
2023
Q3 | – | Sell |
-64,376
| Closed | -$644K | – | 412 |
|
|
2023
Q2 | $644K | Hold |
64,376
| – | – | 0.02% | 253 |
|
|
2023
Q1 | $675K | Buy |
+64,376
| New | +$675K | 0.02% | 230 |
|
|
2022
Q4 | – | Sell |
-64,376
| Closed | -$840K | – | 404 |
|
|
2022
Q3 | $840K | Buy |
+64,376
| New | +$840K | 0.03% | 210 |
|
|
2021
Q3 | – | Sell |
-64,376
| Closed | -$885K | – | 281 |
|
|
2021
Q2 | $885K | Buy |
+64,376
| New | +$885K | 0.04% | 136 |
|