Heartland Bank & Trust’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
4,403
| – | – | 0.13% | 150 |
|
|
2025
Q1 | $274K | Sell |
4,403
-585
| -12% | -$36.4K | 0.14% | 145 |
|
|
2024
Q4 | $311K | Sell |
4,988
-118
| -2% | -$7.35K | 0.17% | 115 |
|
|
2024
Q3 | $289K | Sell |
5,106
-493
| -9% | -$27.9K | 0.16% | 128 |
|
|
2024
Q2 | $297K | Hold |
5,599
| – | – | 0.17% | 124 |
|
|
2024
Q1 | $284K | Sell |
5,599
-2
| -0% | -$101 | 0.16% | 126 |
|
|
2023
Q4 | $285K | Hold |
5,601
| – | – | 0.2% | 112 |
|
|
2023
Q3 | $244K | Sell |
5,601
-110
| -2% | -$4.79K | 0.19% | 120 |
|
|
2023
Q2 | $252K | Sell |
5,711
-810
| -12% | -$35.8K | 0.2% | 116 |
|
|
2023
Q1 | $345K | Sell |
6,521
-1
| -0% | -$53 | 0.26% | 108 |
|
|
2022
Q4 | $403K | Sell |
6,522
-479
| -7% | -$29.6K | 0.3% | 98 |
|
|
2022
Q3 | $400K | Sell |
7,001
-263
| -4% | -$15K | 0.38% | 82 |
|
|
2022
Q2 | $412K | Sell |
7,264
-116
| -2% | -$6.58K | 0.37% | 88 |
|
|
2022
Q1 | $456K | Sell |
7,380
-705
| -9% | -$43.6K | 0.35% | 98 |
|
|
2021
Q4 | $480K | Sell |
8,085
-239
| -3% | -$14.2K | 0.36% | 84 |
|
|
2021
Q3 | $477K | Hold |
8,324
| – | – | 0.41% | 73 |
|
|
2021
Q2 | $511K | Hold |
8,324
| – | – | 0.47% | 63 |
|
|
2021
Q1 | $524K | Sell |
8,324
-674
| -7% | -$42.4K | 0.48% | 63 |
|
|
2020
Q4 | $486K | Buy |
+8,998
| New | +$486K | 0.43% | 71 |
|