Moneta Group Investment 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 | $8.16M | Buy |
131,240
+22
| +0% | +$1.37K | 0.1% | 108 |
|
|
2025
Q1 | $8.17M | Sell |
131,218
-8,870
| -6% | -$552K | 0.11% | 104 |
|
|
2024
Q4 | $8.73M | Sell |
140,088
-1,710
| -1% | -$107K | 0.12% | 103 |
|
|
2024
Q3 | $8.02M | Sell |
141,798
-60
| -0% | -$3.39K | 0.12% | 103 |
|
|
2024
Q2 | $7.54M | Buy |
141,858
+1,693
| +1% | +$89.9K | 0.12% | 99 |
|
|
2024
Q1 | $7.1M | Sell |
140,165
-1,458
| -1% | -$73.9K | 0.12% | 101 |
|
|
2023
Q4 | $7.2M | Buy |
141,623
+5,145
| +4% | +$262K | 0.14% | 83 |
|
|
2023
Q3 | $5.94M | Sell |
136,478
-15,674
| -10% | -$682K | 0.13% | 89 |
|
|
2023
Q2 | $6.72M | Buy |
152,152
+2,393
| +2% | +$106K | 0.15% | 82 |
|
|
2023
Q1 | $7.93M | Sell |
149,759
-3,953
| -3% | -$209K | 0.19% | 75 |
|
|
2022
Q4 | $9.28M | Buy |
153,712
+3,375
| +2% | +$204K | 0.25% | 66 |
|
|
2022
Q3 | $8.59M | Sell |
150,337
-21,393
| -12% | -$1.22M | 0.33% | 65 |
|
|
2022
Q2 | $9.74M | Buy |
171,730
+15,203
| +10% | +$862K | 0.33% | 66 |
|
|
2022
Q1 | $9.68M | Buy |
156,527
+20,168
| +15% | +$1.25M | 0.38% | 58 |
|
|
2021
Q4 | $8.1M | Sell |
136,359
-891
| -0.6% | -$52.9K | 0.33% | 61 |
|
|
2021
Q3 | $7.87M | Hold |
137,250
| – | – | 0.36% | 58 |
|
|
2021
Q2 | $8.42M | Sell |
137,250
-1,563
| -1% | -$95.9K | 0.39% | 63 |
|
|
2021
Q1 | $8.75M | Sell |
138,813
-3,458
| -2% | -$218K | 0.46% | 57 |
|
|
2020
Q4 | $7.69M | Sell |
142,271
-5,265
| -4% | -$285K | 0.55% | 47 |
|
|
2020
Q3 | $6.51M | Buy |
147,536
+2,654
| +2% | +$117K | 0.57% | 41 |
|
|
2020
Q2 | $6.75M | Buy |
144,882
+28,813
| +25% | +$1.34M | 0.64% | 39 |
|
|
2020
Q1 | $4.58M | Buy |
116,069
+38,974
| +51% | +$1.54M | 0.48% | 46 |
|
|
2019
Q4 | $4.1M | Buy |
77,095
+26
| +0% | +$1.38K | 0.34% | 52 |
|
|
2019
Q3 | $3.49M | Sell |
77,069
-2,829
| -4% | -$128K | 0.33% | 59 |
|
|
2019
Q2 | $3.56M | Sell |
79,898
-18,474
| -19% | -$822K | 0.35% | 50 |
|
|
2019
Q1 | $4.26M | Buy |
98,372
+7,748
| +9% | +$336K | 0.45% | 44 |
|
|
2018
Q4 | $3.81M | Sell |
90,624
-24,412
| -21% | -$1.03M | 0.45% | 42 |
|
|
2018
Q3 | $5.4M | Sell |
115,036
-2,064
| -2% | -$96.8K | 0.55% | 36 |
|
|
2018
Q2 | $5.39M | Sell |
117,100
-137,170
| -54% | -$6.31M | 0.6% | 30 |
|
|
2018
Q1 | $4.44M | Buy |
254,270
+155,479
| +157% | +$2.72M | 0.59% | 26 |
|
|
2017
Q4 | $3.92M | Sell |
98,791
-262
| -0.3% | -$10.4K | 0.59% | 23 |
|
|
2017
Q3 | $3.87M | Buy |
99,053
+31,071
| +46% | +$1.21M | 0.6% | 25 |
|
|
2017
Q2 | $2.62M | Hold |
67,982
| – | – | 0.43% | 39 |
|
|
2017
Q1 | $2.58M | Buy |
67,982
+625
| +0.9% | +$23.8K | 0.51% | 26 |
|
|
2016
Q4 | $2.64M | Buy |
67,357
+2,242
| +3% | +$87.7K | 0.54% | 26 |
|
|
2016
Q3 | $2.07M | Hold |
65,115
| – | – | 0.47% | 31 |
|
|
2016
Q2 | $2.01M | Hold |
65,115
| – | – | 0.44% | 38 |
|
|
2016
Q1 | $1.89M | Buy |
65,115
+1,984
| +3% | +$57.5K | 0.42% | 39 |
|
|
2015
Q4 | $1.73M | Sell |
63,131
-912
| -1% | -$25K | 0.43% | 34 |
|
|
2015
Q3 | $1.79M | Buy |
64,043
+1,596
| +3% | +$44.6K | 0.5% | 31 |
|
|
2015
Q2 | $1.79M | Buy |
+62,447
| New | +$1.79M | 0.55% | 26 |
|