LGT Financial Advisors’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-208
| Closed | -$13K | – | 366 |
|
|
2024
Q4 | $13K | Sell |
208
-1
| -0.5% | -$62 | 0.03% | 392 |
|
|
2024
Q3 | $11.8K | Hold |
209
| – | – | 0.03% | 387 |
|
|
2024
Q2 | $11.1K | Hold |
209
| – | – | 0.02% | 450 |
|
|
2024
Q1 | $10.6K | Hold |
209
| – | – | 0.01% | 485 |
|
|
2023
Q4 | $10.6K | Hold |
209
| – | – | 0.01% | 474 |
|
|
2023
Q3 | $9.12K | Buy |
+209
| New | +$9.12K | 0.01% | 499 |
|