Golden State Wealth Management’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Golden State Wealth 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	-3,000	Closed	-$45.5K	–	1654
2024 Q4	$45.5K	Buy	+3,000	New	+$49.6K	0.01%	598
2022 Q1	$213K	Buy	+13,500	New	+$214K	0.04%	288

Golden State Wealth Management's CFB Position: Q1 2025 in Review

Golden State Wealth Management sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2025, closing a stake of 3,000 shares — an estimated $45.5K sold.

Golden State Wealth Management first reported a position in CFB in Q1 2022 and held it in 2 quarters. The position peaked at $213K in Q1 2022. 0 funds tracked by Wall St. Rank hold CFB as of Q1 2025.

Golden State Wealth Management reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Golden State Wealth Management sold 3,000 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2025, an estimated $45.5K.
Golden State Wealth Management first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q1 2022 and held it in 2 quarters.
Golden State Wealth Management's CrossFirst Bankshares, Inc. Common Stock position peaked at $213K in Q1 2022.
0 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.