Kestra Private Wealth 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 | $1.13M | Buy |
18,199
+4,260
| +31% | +$265K | 0.02% | 692 |
|
|
2025
Q1 | $867K | Buy |
13,939
+71
| +0.5% | +$4.42K | 0.01% | 731 |
|
|
2024
Q4 | $864K | Buy |
13,868
+378
| +3% | +$23.6K | 0.01% | 697 |
|
|
2024
Q3 | $763K | Buy |
13,490
+364
| +3% | +$20.6K | 0.01% | 705 |
|
|
2024
Q2 | $697K | Buy |
13,126
+8,537
| +186% | +$454K | 0.01% | 703 |
|
|
2024
Q1 | $232K | Buy |
4,589
+3
| +0.1% | +$152 | 0.01% | 1116 |
|
|
2023
Q4 | $233K | Sell |
4,586
-5,587
| -55% | -$284K | 0.01% | 1052 |
|
|
2023
Q3 | $443K | Buy |
10,173
+189
| +2% | +$8.23K | 0.01% | 711 |
|
|
2023
Q2 | $441K | Buy |
9,984
+421
| +4% | +$18.6K | 0.02% | 674 |
|
|
2023
Q1 | $506K | Buy |
9,563
+4,956
| +108% | +$262K | 0.02% | 595 |
|
|
2022
Q4 | $284K | Sell |
4,607
-223
| -5% | -$13.8K | 0.01% | 686 |
|
|
2022
Q3 | $276K | Sell |
4,830
-3
| -0.1% | -$171 | 0.02% | 681 |
|
|
2022
Q2 | $274K | Buy |
4,833
+128
| +3% | +$7.26K | 0.02% | 685 |
|
|
2022
Q1 | $291K | Buy |
4,705
+18
| +0.4% | +$1.11K | 0.01% | 757 |
|
|
2021
Q4 | $278K | Sell |
4,687
-66
| -1% | -$3.92K | 0.01% | 796 |
|
|
2021
Q3 | $272K | Sell |
4,753
-23
| -0.5% | -$1.32K | 0.02% | 747 |
|
|
2021
Q2 | $293K | Sell |
4,776
-101
| -2% | -$6.2K | 0.02% | 688 |
|
|
2021
Q1 | $307K | Buy |
4,877
+985
| +25% | +$62K | 0.02% | 594 |
|
|
2020
Q4 | $211K | Buy |
+3,892
| New | +$211K | 0.02% | 656 |
|