Global Retirement Partners’s Commerce Bancshares CBSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$173K Buy
3,301
+1,532
+87% +$80.1K ﹤0.01% 1559
2025
Q3
$101K Buy
1,769
+4
+0.2% +$235 ﹤0.01% 1509
2025
Q2
$105K Buy
+1,765
New +$104K ﹤0.01% 1414
2024
Q4
$28.5K Sell
480
-76
-14% -$4.58K ﹤0.01% 1892
2024
Q3
$29.9K Buy
556
+80
+17% +$4.44K ﹤0.01% 1798
2024
Q2
$24.1K Hold
476
﹤0.01% 1886
2024
Q1
$23K Hold
476
﹤0.01% 1750
2023
Q4
$22.6K Buy
476
+52
+12% +$2.24K ﹤0.01% 1700
2023
Q3
$17.1K Hold
424
﹤0.01% 1713
2023
Q2
$17.8K Sell
424
-9
-2% -$399 ﹤0.01% 1717
2023
Q1
$19.9K Buy
433
+42
+11% +$2.34K ﹤0.01% 1639
2022
Q4
$23K Sell
391
-2
-0.5% -$117 ﹤0.01% 1423
2022
Q3
$23K Hold
393
﹤0.01% 1331
2022
Q2
$21K Hold
393
﹤0.01% 1336
2022
Q1
$21K Buy
+393
New +$22.9K ﹤0.01% 1327
2021
Q4
Sell
-394
Closed -$22K 459
2021
Q3
$22K Hold
394
﹤0.01% 1169
2021
Q2
$23K Sell
394
-86
-18% -$5.18K ﹤0.01% 1141
2021
Q1
$29K Buy
480
+86
+22% +$4.96K ﹤0.01% 984
2020
Q4
$20K Sell
394
-1
-0.3% -$48 ﹤0.01% 1032
2020
Q3
$17K Sell
395
-315
-44% -$13.5K ﹤0.01% 973
2020
Q2
$32K Hold
710
0.01% 751
2020
Q1
$27K Hold
710
0.01% 714
2019
Q4
$36K Sell
710
-91
-11% -$4.25K 0.01% 732
2019
Q3
$35K Buy
801
+89
+13% +$3.71K 0.01% 712
2019
Q2
$30K Hold
712
0.01% 749
2019
Q1
$29K Hold
712
0.01% 704
2018
Q4
$29K Sell
712
-39
-5% -$1.67K 0.01% 641
2018
Q3
$34K Buy
751
+411
+121% +$19.2K 0.01% 650
2018
Q2
$15K Buy
340
+307
+930% +$13.3K ﹤0.01% 883
2018
Q1
$1K Sell
33
-39
-54% -$1.55K ﹤0.01% 1400
2017
Q4
$3K Sell
72
-1
-1% -$37 ﹤0.01% 1215
2017
Q3
$3K Hold
73
﹤0.01% 1080
2017
Q2
$3K Hold
73
﹤0.01% 1015
2017
Q1
$3K Buy
+73
New +$2.69K ﹤0.01% 970

Other funds holding CBSH