SFA
CFB

Sequoia Financial Advisors’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Sequoia Financial Advisors’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
-16,200
Closed -$245K – 1483
2024
Q4 		$245K Buy
16,200
+45
+0.3% +$745 ﹤0.01% 1120
2024
Q3 		$270K Buy
16,155
+119
+0.7% +$2.01K ﹤0.01% 1020
2024
Q2 		$225K Hold
16,036
– – ﹤0.01% 1039
2024
Q1 		$222K Hold
16,036
– – ﹤0.01% 1005
2023
Q4 		$218K Hold
16,036
– – ﹤0.01% 1075
2023
Q3 		$162K Hold
16,036
– – ﹤0.01% 885
2023
Q2 		$160K Hold
16,036
– – ﹤0.01% 884
2023
Q1 		$168K Hold
16,036
– – ﹤0.01% 780
2022
Q4 		$199K Buy
+16,036
New +$213K ﹤0.01% 737

Sequoia Financial Advisors's CFB Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2025, closing a stake of 16,200 shares — an estimated $245K sold.

Sequoia Financial Advisors first reported a position in CFB in Q4 2022 and held it in 9 quarters. The position peaked at $270K in Q3 2024. 0 funds tracked by Wall St. Rank hold CFB as of Q1 2025.

  • Sequoia Financial Advisors reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 16,200 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2025, an estimated $245K.
  • Sequoia Financial Advisors first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2022 and held it in 9 quarters.
  • Sequoia Financial Advisors's CrossFirst Bankshares, Inc. Common Stock position peaked at $270K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.