Principal Securities’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	–	Hold	0	–	–	–	3719
2025 Q1	–	Hold	0	–	–	–	3551
2024 Q4	–	Sell	-1,033	Closed	-$58.5K	–	3559
2024 Q3	$58.5K	Buy	1,033 +196	+23%	+$11.1K	﹤0.01%	1617
2024 Q2	$44.5K	Buy	+837	New	+$44.5K	﹤0.01%	1671