JGUA
CFB
John G. Ullman & Associates’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38,452
| Closed | -$583K | – | 177 |
|
|
2024
Q4 | $583K | Sell |
38,452
-1,100
| -3% | -$16.7K | 0.09% | 120 |
|
|
2024
Q3 | $660K | Sell |
39,552
-500
| -1% | -$8.35K | 0.09% | 118 |
|
|
2024
Q2 | $562K | Hold |
40,052
| – | – | 0.09% | 122 |
|
|
2024
Q1 | $554K | Sell |
40,052
-2,611
| -6% | -$36.1K | 0.09% | 120 |
|
|
2023
Q4 | $579K | Sell |
42,663
-2,000
| -4% | -$27.2K | 0.09% | 117 |
|
|
2023
Q3 | $451K | Sell |
44,663
-3,950
| -8% | -$39.9K | 0.07% | 125 |
|
|
2023
Q2 | $486K | Sell |
48,613
-7,900
| -14% | -$79K | 0.08% | 131 |
|
|
2023
Q1 | $592K | Buy |
56,513
+21,611
| +62% | +$226K | 0.09% | 121 |
|
|
2022
Q4 | $433K | Buy |
+34,902
| New | +$433K | 0.07% | 128 |
|