Kestra Advisory Services’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 | $230K | Buy |
3,698
+332
| +10% | +$20.6K | ﹤0.01% | 2554 |
|
|
2025
Q1 | $209K | Sell |
3,366
-8,546
| -72% | -$532K | ﹤0.01% | 2439 |
|
|
2024
Q4 | $742K | Sell |
11,912
-810
| -6% | -$50.5K | ﹤0.01% | 1592 |
|
|
2024
Q3 | $720K | Sell |
12,722
-4,819
| -27% | -$273K | ﹤0.01% | 1526 |
|
|
2024
Q2 | $832K | Buy |
17,541
+10,780
| +159% | +$511K | ﹤0.01% | 1435 |
|
|
2024
Q1 | $343K | Buy |
6,761
+1,371
| +25% | +$69.5K | ﹤0.01% | 1910 |
|
|
2023
Q4 | $274K | Sell |
5,390
-6,901
| -56% | -$351K | ﹤0.01% | 1909 |
|
|
2023
Q3 | $535K | Buy |
12,291
+3,759
| +44% | +$164K | 0.01% | 1336 |
|
|
2023
Q2 | $377K | Buy |
8,532
+3,900
| +84% | +$172K | ﹤0.01% | 1468 |
|
|
2023
Q1 | $245K | Sell |
4,632
-2,800
| -38% | -$148K | ﹤0.01% | 1698 |
|
|
2022
Q4 | $459K | Buy |
7,432
+1,684
| +29% | +$104K | ﹤0.01% | 1464 |
|
|
2022
Q3 | $328K | Sell |
5,748
-1,375
| -19% | -$78.5K | ﹤0.01% | 1551 |
|
|
2022
Q2 | $404K | Buy |
7,123
+1,605
| +29% | +$91K | ﹤0.01% | 1445 |
|
|
2022
Q1 | $341K | Buy |
5,518
+537
| +11% | +$33.2K | ﹤0.01% | 1515 |
|
|
2021
Q4 | $296K | Buy |
4,981
+8
| +0.2% | +$475 | ﹤0.01% | 1612 |
|
|
2021
Q3 | $285K | Buy |
4,973
+40
| +0.8% | +$2.29K | ﹤0.01% | 1706 |
|
|
2021
Q2 | $303K | Buy |
4,933
+122
| +3% | +$7.49K | ﹤0.01% | 1559 |
|
|
2021
Q1 | $303K | Sell |
4,811
-1,482
| -24% | -$93.3K | ﹤0.01% | 1459 |
|
|
2020
Q4 | $342K | Buy |
6,293
+6,220
| +8,521% | +$338K | ﹤0.01% | 1404 |
|
|
2020
Q3 | $208K | Buy |
+73
| New | +$208K | ﹤0.01% | 1278 |
|