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
2026 Q1	$749K	Sell	15,222 -2,905	-16%	-$151K	0.01%	989
2025 Q4	$949K	Sell	18,127 -566	-3%	-$29.6K	0.01%	829
2025 Q3	$1.06M	Sell	18,693 -416	-2%	-$24.5K	0.01%	748
2025 Q2	$1.13M	Buy	19,109 +4,473	+31%	+$262K	0.02%	694
2025 Q1	$867K	Buy	14,636 +75	+0.5%	+$4.57K	0.01%	731
2024 Q4	$864K	Buy	14,561 +396	+3%	+$23.9K	0.01%	697
2024 Q3	$763K	Buy	14,165 +383	+3%	+$21.3K	0.01%	705
2024 Q2	$697K	Buy	13,782 +8,964	+186%	+$443K	0.01%	705
2024 Q1	$232K	Buy	4,818 +2	+0%	+$95	0.01%	1116
2023 Q4	$233K	Sell	4,816 -5,865	-55%	-$253K	0.01%	1052
2023 Q3	$443K	Buy	10,681 +198	+2%	+$8.56K	0.01%	711
2023 Q2	$441K	Buy	10,483 +442	+4%	+$19.6K	0.02%	674
2023 Q1	$506K	Buy	10,041 +5,203	+108%	+$290K	0.02%	595
2022 Q4	$284K	Sell	4,838 -233	-5%	-$13.6K	0.01%	686
2022 Q3	$276K	Sell	5,071 -4	-0.1%	-$228	0.02%	681
2022 Q2	$274K	Buy	5,075 +135	+3%	+$7.58K	0.02%	685
2022 Q1	$291K	Buy	4,940 +18	+0.4%	+$1.05K	0.01%	757
2021 Q4	$278K	Sell	4,922 -68	-1%	-$3.83K	0.01%	796
2021 Q3	$272K	Sell	4,990 -25	-0.5%	-$1.38K	0.02%	747
2021 Q2	$293K	Sell	5,015 -105	-2%	-$6.33K	0.02%	688
2021 Q1	$307K	Buy	5,120 +1,033	+25%	+$59.6K	0.02%	594
2020 Q4	$211K	Buy	+4,087	New	+$198K	0.02%	656