Lido 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
Q2 | $701K | Buy |
+11,274
| New | +$701K | ﹤0.01% | 885 |
|
|
2024
Q3 | – | Sell |
-15,775
| Closed | -$838K | – | 1275 |
|
|
2024
Q2 | $838K | Buy |
+15,775
| New | +$838K | ﹤0.01% | 669 |
|
|
2024
Q1 | – | Sell |
-28,467
| Closed | -$1.45M | – | 1216 |
|
|
2023
Q4 | $1.45M | Buy |
+28,467
| New | +$1.45M | 0.01% | 456 |
|
|
2023
Q2 | – | Sell |
-43,325
| Closed | -$2.29M | – | 1054 |
|
|
2023
Q1 | $2.29M | Buy |
43,325
+13,477
| +45% | +$713K | 0.02% | 304 |
|
|
2022
Q4 | $1.84M | Buy |
29,848
+7,693
| +35% | +$475K | 0.02% | 286 |
|
|
2022
Q3 | $1.27M | Buy |
+22,155
| New | +$1.27M | 0.02% | 293 |
|