Philip James Wealth Mangement’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Philip James Wealth Mangement’s Portfolio CFB Stock Details CFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-39,500	Closed	-$598K	–	191
2024 Q4	$598K	Hold	39,500	–	–	0.08%	99
2024 Q3	$659K	Buy	+39,500	New	+$666K	0.08%	89

Philip James Wealth Mangement's CFB Position: Q1 2025 in Review

Philip James Wealth Mangement sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2025, closing a stake of 39,500 shares — an estimated $598K sold.

Philip James Wealth Mangement first reported a position in CFB in Q3 2024 and held it in 2 quarters. The position peaked at $659K in Q3 2024. 0 funds tracked by Wall St. Rank hold CFB as of Q1 2025.

Philip James Wealth Mangement reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Philip James Wealth Mangement sold 39,500 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2025, an estimated $598K.
Philip James Wealth Mangement first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q3 2024 and held it in 2 quarters.
Philip James Wealth Mangement's CrossFirst Bankshares, Inc. Common Stock position peaked at $659K in Q3 2024.
0 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2025.

Based on Philip James Wealth Mangement's 13F filing for Q1 2025, filed 24 Apr 2025.