Meritage Portfolio Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,734
| Closed | -$254K | – | 371 |
|
|
2023
Q4 | $254K | Sell |
18,734
-9,250
| -33% | -$125K | 0.02% | 311 |
|
|
2023
Q3 | $282K | Sell |
27,984
-5,350
| -16% | -$53.9K | 0.02% | 291 |
|
|
2023
Q2 | $333K | Sell |
33,334
-350
| -1% | -$3.5K | 0.02% | 285 |
|
|
2023
Q1 | $353K | Hold |
33,684
| – | – | 0.03% | 233 |
|
|
2022
Q4 | $418K | Hold |
33,684
| – | – | 0.03% | 224 |
|
|
2022
Q3 | $440K | Hold |
33,684
| – | – | 0.04% | 220 |
|
|
2022
Q2 | $445K | Hold |
33,684
| – | – | 0.03% | 220 |
|
|
2022
Q1 | $531K | Hold |
33,684
| – | – | 0.03% | 220 |
|
|
2021
Q4 | $526K | Hold |
33,684
| – | – | 0.03% | 215 |
|
|
2021
Q3 | $438K | Hold |
33,684
| – | – | 0.03% | 217 |
|
|
2021
Q2 | $463K | Hold |
33,684
| – | – | 0.03% | 224 |
|
|
2021
Q1 | $465K | Hold |
33,684
| – | – | 0.03% | 219 |
|
|
2020
Q4 | $362K | Hold |
33,684
| – | – | 0.03% | 216 |
|
|
2020
Q3 | $293K | Hold |
33,684
| – | – | 0.03% | 206 |
|
|
2020
Q2 | $329K | Hold |
33,684
| – | – | 0.03% | 188 |
|
|
2020
Q1 | $283K | Hold |
33,684
| – | – | 0.04% | 166 |
|
|
2019
Q4 | $486K | Hold |
33,684
| – | – | 0.04% | 197 |
|
|
2019
Q3 | $482K | Buy |
+33,684
| New | +$482K | 0.05% | 192 |
|