John G. Ullman & Associates’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-38,452
Closed -$583K 177
2024
Q4
$583K Sell
38,452
-1,100
-3% -$18.2K 0.09% 120
2024
Q3
$660K Sell
39,552
-500
-1% -$8.43K 0.09% 118
2024
Q2
$562K Hold
40,052
0.09% 122
2024
Q1
$554K Sell
40,052
-2,611
-6% -$34.9K 0.09% 120
2023
Q4
$579K Sell
42,663
-2,000
-4% -$22.9K 0.09% 117
2023
Q3
$451K Sell
44,663
-3,950
-8% -$43K 0.07% 125
2023
Q2
$486K Sell
48,613
-7,900
-14% -$81.5K 0.08% 131
2023
Q1
$592K Buy
56,513
+21,611
+62% +$276K 0.09% 121
2022
Q4
$433K Buy
+34,902
New +$464K 0.07% 128

John G. Ullman & Associates's CFB Position: Q1 2025 in Review

John G. Ullman & Associates sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2025, closing a stake of 38,452 shares — an estimated $583K sold.

John G. Ullman & Associates first reported a position in CFB in Q4 2022 and held it in 9 quarters. The position peaked at $660K in Q3 2024. 0 funds tracked by Wall St. Rank hold CFB as of Q1 2025.

  • John G. Ullman & Associates reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • John G. Ullman & Associates sold 38,452 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2025, an estimated $583K.
  • John G. Ullman & Associates first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2022 and held it in 9 quarters.
  • John G. Ullman & Associates's CrossFirst Bankshares, Inc. Common Stock position peaked at $660K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2025.

Based on John G. Ullman & Associates's 13F filing for Q1 2025, filed 6 May 2025.