Kestra Private Wealth 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 | $1.13M | Buy |
|
|||||
|
2025
Q1 | $867K | Buy |
|
|||||
|
2024
Q4 | $864K | Buy |
|
|||||
|
2024
Q3 | $763K | Buy |
|
|||||
|
2024
Q2 | $697K | Buy |
|
|||||
|
2024
Q1 | $232K | Buy |
|
|||||
|
2023
Q4 | $233K | Sell |
|
|||||
|
2023
Q3 | $443K | Buy |
|
|||||
|
2023
Q2 | $441K | Buy |
|
|||||
|
2023
Q1 | $506K | Buy |
|
|||||
|
2022
Q4 | $284K | Sell |
|
|||||
|
2022
Q3 | $276K | Sell |
|
|||||
|
2022
Q2 | $274K | Buy |
|
|||||
|
2022
Q1 | $291K | Buy |
|
|||||
|
2021
Q4 | $278K | Sell |
|
|||||
|
2021
Q3 | $272K | Sell |
|
|||||
|
2021
Q2 | $293K | Sell |
|
|||||
|
2021
Q1 | $307K | Buy |
|
|||||
|
2020
Q4 | $211K | Buy |
|