IFP Advisors’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 | $13.1K | Buy |
161
+97
| +152% | +$7.9K | ﹤0.01% | 2769 |
|
|
2025
Q1 | $3.98K | Buy |
64
+8
| +14% | +$498 | ﹤0.01% | 2920 |
|
|
2024
Q4 | $3.49K | Buy |
56
+27
| +93% | +$1.68K | ﹤0.01% | 2922 |
|
|
2024
Q3 | $1.66K | Sell |
29
-427
| -94% | -$24.5K | ﹤0.01% | 2965 |
|
|
2024
Q2 | $24.2K | Buy |
+456
| New | +$24.2K | ﹤0.01% | 1995 |
|
|
2024
Q1 | – | Sell |
-33
| Closed | -$1.66K | – | 3133 |
|
|
2023
Q4 | $1.66K | Sell |
33
-2,236
| -99% | -$112K | ﹤0.01% | 2720 |
|
|
2023
Q3 | $98.7K | Sell |
2,269
-793
| -26% | -$34.5K | ﹤0.01% | 1258 |
|
|
2023
Q2 | $135K | Hold |
3,062
| – | – | 0.01% | 1191 |
|
|
2023
Q1 | $181K | Sell |
3,062
-420
| -12% | -$24.8K | 0.01% | 986 |
|
|
2022
Q4 | $208K | Sell |
3,482
-1,948
| -36% | -$116K | 0.01% | 1330 |
|
|
2022
Q3 | $307K | Sell |
5,430
-146
| -3% | -$8.26K | 0.01% | 1183 |
|
|
2022
Q2 | $308K | Hold |
5,576
| – | – | 0.01% | 1061 |
|
|
2022
Q1 | $308K | Buy |
5,576
+311
| +6% | +$17.2K | 0.01% | 1061 |
|
|
2021
Q4 | $315K | Sell |
5,265
-26
| -0.5% | -$1.56K | 0.01% | 752 |
|
|
2021
Q3 | $303K | Sell |
5,291
-167
| -3% | -$9.56K | 0.01% | 739 |
|
|
2021
Q2 | $333K | Buy |
5,458
+437
| +9% | +$26.7K | 0.01% | 681 |
|
|
2021
Q1 | $315K | Buy |
5,021
+2,741
| +120% | +$172K | 0.01% | 663 |
|
|
2020
Q4 | $122K | Buy |
2,280
+2
| +0.1% | +$107 | ﹤0.01% | 1034 |
|
|
2020
Q3 | $101K | Sell |
2,278
-175
| -7% | -$7.76K | 0.01% | 986 |
|
|
2020
Q2 | $112K | Hold |
2,453
| – | – | 0.01% | 882 |
|
|
2020
Q1 | $99K | Buy |
2,453
+1,810
| +281% | +$73K | 0.01% | 822 |
|
|
2019
Q4 | $35K | Buy |
+643
| New | +$35K | ﹤0.01% | 1393 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3125 |
|
|
2019
Q1 | $8K | Sell |
184
-93
| -34% | -$4.04K | ﹤0.01% | 1700 |
|
|
2018
Q4 | $12K | Sell |
277
-1,317
| -83% | -$57.1K | ﹤0.01% | 2360 |
|
|
2018
Q3 | $75K | Hold |
1,594
| – | – | ﹤0.01% | 1647 |
|
|
2018
Q2 | $73K | Sell |
1,594
-78
| -5% | -$3.57K | ﹤0.01% | 1665 |
|
|
2018
Q1 | $66K | Hold |
1,672
| – | – | ﹤0.01% | 1637 |
|
|
2017
Q4 | $66K | Sell |
1,672
-2
| -0.1% | -$79 | ﹤0.01% | 1635 |
|
|
2017
Q3 | $65K | Hold |
1,674
| – | – | ﹤0.01% | 1811 |
|
|
2017
Q2 | $64K | Sell |
1,674
-143
| -8% | -$5.47K | ﹤0.01% | 1778 |
|
|
2017
Q1 | $69K | Sell |
1,817
-726
| -29% | -$27.6K | ﹤0.01% | 1716 |
|
|
2016
Q4 | $99K | Buy |
2,543
+2,467
| +3,246% | +$96K | ﹤0.01% | 1453 |
|
|
2016
Q3 | $2K | Buy |
76
+64
| +533% | +$1.68K | ﹤0.01% | 3542 |
|
|
2016
Q2 | $0 | Sell |
12
-201
| -94% | – | ﹤0.01% | 3859 |
|
|
2016
Q1 | $8K | Buy |
+213
| New | +$8K | ﹤0.01% | 1700 |
|