Krilogy Financial’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	$239K	Sell	4,744 -624	-12%	-$32.4K	0.01%	824
2025 Q4	$283K	Buy	5,368 +682	+15%	+$35.7K	0.01%	747
2025 Q3	$240K	Buy	+4,686	New	+$275K	0.01%	762
2018 Q4	–	Sell	-2,037	Closed	-$91K	–	216
2018 Q3	$91K	Buy	+2,037	New	+$95.1K	0.02%	233
2018 Q2	–	Sell	-2,027	Closed	-$82K	–	232
2018 Q1	$82K	Buy	2,027 +4	+0.2%	+$159	0.02%	259
2017 Q4	$76K	Buy	2,023 +3	+0.1%	+$112	0.02%	269
2017 Q3	$75K	Buy	2,020 +6	+0.3%	+$218	0.02%	296
2017 Q2	$74K	Sell	2,014 -10,577	-84%	-$378K	0.02%	256
2017 Q1	$469K	Hold	12,591	–	–	0.15%	71
2016 Q4	$469K	Buy	12,591 +3	+0%	+$101	0.15%	71
2016 Q3	$381K	Buy	12,588 +10,594	+531%	+$316K	0.12%	83
2016 Q2	$59K	Buy	+1,994	New	+$57.5K	0.02%	280