IEQ Capital’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	–	Sell	-7,512	Closed	-$467K	–	1839
2025 Q1	$467K	Sell	7,512 -1,217	-14%	-$75.7K	﹤0.01%	1007
2024 Q4	$544K	Buy	8,729 +1,399	+19%	+$87.2K	0.01%	819
2024 Q3	$415K	Buy	+7,330	New	+$415K	0.01%	818