Marshall Financial Group (Maryland)’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 | $1.23M | Sell |
18,924
-1,096
| -5% | -$71.2K | 0.24% | 92 |
|
|
2025
Q1 | $1.25M | Buy |
20,020
+798
| +4% | +$49.7K | 0.27% | 80 |
|
|
2024
Q4 | $1.2M | Buy |
19,222
+52
| +0.3% | +$3.24K | 0.29% | 84 |
|
|
2024
Q3 | $1.08M | Buy |
19,170
+234
| +1% | +$13.2K | 0.26% | 105 |
|
|
2024
Q2 | $1.01M | Buy |
+18,936
| New | +$1.01M | 0.28% | 95 |
|
|
2023
Q4 | – | Sell |
-12,491
| Closed | -$544K | – | 178 |
|
|
2023
Q3 | $544K | Buy |
12,491
+168
| +1% | +$7.31K | 0.2% | 122 |
|
|
2023
Q2 | $544K | Buy |
12,323
+769
| +7% | +$34K | 0.19% | 124 |
|
|
2023
Q1 | $612K | Buy |
+11,554
| New | +$612K | 0.22% | 123 |
|