Pin Oak Investment Advisors’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-231
| Closed | -$14K | – | 451 |
|
|
2025
Q1 | $14K | Buy |
231
+10
| +5% | +$609 | 0.01% | 295 |
|
|
2024
Q4 | $12K | Sell |
221
-11
| -5% | -$663 | 0.01% | 317 |
|
|
2024
Q3 | $12K | Hold |
232
| – | – | 0.01% | 320 |
|
|
2024
Q2 | $12K | Hold |
232
| – | – | 0.01% | 313 |
|
|
2024
Q1 | $11K | Hold |
232
| – | – | 0.01% | 317 |
|
|
2023
Q4 | $11K | Hold |
232
| – | – | 0.01% | 316 |
|
|
2023
Q3 | $10K | Hold |
232
| – | – | 0.01% | 317 |
|
|
2023
Q2 | $10K | Hold |
232
| – | – | 0.01% | 319 |
|
|
2023
Q1 | $12K | Hold |
232
| – | – | 0.01% | 287 |
|
|
2022
Q4 | $14K | Hold |
232
| – | – | 0.02% | 258 |
|
|
2022
Q3 | $13K | Hold |
232
| – | – | 0.02% | 252 |
|
|
2022
Q2 | $13K | Hold |
232
| – | – | 0.02% | 274 |
|
|
2022
Q1 | $14K | Hold |
232
| – | – | 0.02% | 295 |
|
|
2021
Q4 | $13K | Hold |
232
| – | – | 0.01% | 299 |
|
|
2021
Q3 | $13K | Hold |
232
| – | – | 0.01% | 286 |
|
|
2021
Q2 | $14K | Hold |
232
| – | – | 0.01% | 284 |
|
|
2021
Q1 | $14K | Sell |
232
-46
| -17% | -$2.65K | 0.01% | 284 |
|
|
2020
Q4 | $14K | Sell |
278
-2
| -0.7% | -$97 | 0.01% | 303 |
|
|
2020
Q3 | $12K | Hold |
280
| – | – | 0.01% | 290 |
|
|
2020
Q2 | $12K | Hold |
280
| – | – | 0.01% | 271 |
|
|
2020
Q1 | $11K | Hold |
280
| – | – | 0.01% | 279 |
|
|
2019
Q4 | $14K | Sell |
280
-1
| -0.4% | -$47 | 0.01% | 290 |
|
|
2019
Q3 | $12K | Hold |
281
| – | – | 0.01% | 309 |
|
|
2019
Q2 | $12K | Buy |
+281
| New | +$11.9K | 0.01% | 328 |
|
Other funds holding CBSH
CB
