PWP
CFB
Private Wealth Partners’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-34,835
| Closed | -$488K | – | 176 |
|
|
2024
Q2 | $488K | Sell |
34,835
-4,835
| -12% | -$67.8K | 0.04% | 114 |
|
|
2024
Q1 | $549K | Hold |
39,670
| – | – | 0.04% | 102 |
|
|
2023
Q4 | $539K | Hold |
39,670
| – | – | 0.05% | 108 |
|
|
2023
Q3 | $400K | Hold |
39,670
| – | – | 0.04% | 111 |
|
|
2023
Q2 | $397K | Hold |
39,670
| – | – | 0.04% | 112 |
|
|
2023
Q1 | $416K | Hold |
39,670
| – | – | 0.04% | 114 |
|
|
2022
Q4 | $492K | Hold |
39,670
| – | – | 0.06% | 79 |
|
|
2022
Q3 | $518K | Hold |
39,670
| – | – | 0.07% | 68 |
|
|
2022
Q2 | $524K | Hold |
39,670
| – | – | 0.06% | 68 |
|
|
2022
Q1 | $625K | Hold |
39,670
| – | – | 0.06% | 71 |
|
|
2021
Q4 | $619K | Buy |
39,670
+4,835
| +14% | +$75.4K | 0.05% | 71 |
|
|
2021
Q3 | $453K | Hold |
34,835
| – | – | 0.04% | 74 |
|
|
2021
Q2 | $479K | Buy |
34,835
+4,835
| +16% | +$66.5K | 0.04% | 75 |
|
|
2021
Q1 | $414K | Sell |
30,000
-10,000
| -25% | -$138K | 0.04% | 71 |
|
|
2020
Q4 | $430K | Sell |
40,000
-38,070
| -49% | -$409K | 0.05% | 90 |
|
|
2020
Q3 | $678K | Hold |
78,070
| – | – | 0.08% | 71 |
|
|
2020
Q2 | $764K | Hold |
78,070
| – | – | 0.1% | 69 |
|
|
2020
Q1 | $656K | Buy |
+78,070
| New | +$656K | 0.11% | 74 |
|