Kestra Advisory Services’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $742K | Sell |
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|
2024
Q3 | $720K | Sell |
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|
2024
Q2 | $832K | Buy |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $274K | Sell |
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|
2023
Q3 | $535K | Buy |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $404K | Buy |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $296K | Buy |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | $303K | Sell |
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|
2020
Q4 | $342K | Buy |
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|
2020
Q3 | $208K | Buy |
|