GeoWealth Management’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

GeoWealth Management’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	-663	Closed	-$10K	–	1835
2024 Q4	$10K	Sell	663 -32	-5%	-$529	﹤0.01%	1490
2024 Q3	$11.6K	Buy	+695	New	+$11.7K	﹤0.01%	1355

GeoWealth Management's CFB Position: Q1 2025 in Review

GeoWealth Management sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2025, closing a stake of 663 shares — an estimated $10K sold.

GeoWealth Management first reported a position in CFB in Q3 2024 and held it in 2 quarters. The position peaked at $11.6K in Q3 2024. 0 funds tracked by Wall St. Rank hold CFB as of Q1 2025.

GeoWealth Management reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 663 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2025, an estimated $10K.
GeoWealth Management first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2024 and held it in 2 quarters.
GeoWealth Management's CrossFirst Bankshares, Inc. Common Stock position peaked at $11.6K in Q3 2024.
0 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.