Lee Financial’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,314
| Closed | -$262K | – | 187 |
|
|
2024
Q4 | $262K | Hold |
17,314
| – | – | 0.04% | 158 |
|
|
2024
Q3 | $289K | Sell |
17,314
-60
| -0.3% | -$1K | 0.04% | 149 |
|
|
2024
Q2 | $244K | Hold |
17,374
| – | – | 0.04% | 127 |
|
|
2024
Q1 | $240K | Hold |
17,374
| – | – | 0.04% | 136 |
|
|
2023
Q4 | $236K | Sell |
17,374
-170
| -1% | -$2.31K | 0.04% | 134 |
|
|
2023
Q3 | $177K | Hold |
17,544
| – | – | 0.03% | 136 |
|
|
2023
Q2 | $175K | Hold |
17,544
| – | – | 0.03% | 135 |
|
|
2023
Q1 | $184K | Hold |
17,544
| – | – | 0.03% | 133 |
|
|
2022
Q4 | $218K | Hold |
17,544
| – | – | 0.04% | 144 |
|
|
2022
Q3 | $229K | Hold |
17,544
| – | – | 0.04% | 133 |
|
|
2022
Q2 | $232K | Hold |
17,544
| – | – | 0.04% | 133 |
|
|
2022
Q1 | $276K | Hold |
17,544
| – | – | 0.05% | 127 |
|
|
2021
Q4 | $274K | Hold |
17,544
| – | – | 0.05% | 123 |
|
|
2021
Q3 | $228K | Hold |
17,544
| – | – | 0.05% | 130 |
|
|
2021
Q2 | $241K | Hold |
17,544
| – | – | 0.05% | 131 |
|
|
2021
Q1 | $242K | Buy |
+17,544
| New | +$242K | 0.06% | 124 |
|