Sequoia Financial Advisors’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,200
| Closed | -$245K | – | 1460 |
|
|
2024
Q4 | $245K | Buy |
16,200
+45
| +0.3% | +$682 | ﹤0.01% | 1113 |
|
|
2024
Q3 | $270K | Buy |
16,155
+119
| +0.7% | +$1.99K | ﹤0.01% | 1018 |
|
|
2024
Q2 | $225K | Hold |
16,036
| – | – | ﹤0.01% | 1035 |
|
|
2024
Q1 | $222K | Hold |
16,036
| – | – | ﹤0.01% | 1001 |
|
|
2023
Q4 | $218K | Hold |
16,036
| – | – | ﹤0.01% | 1072 |
|
|
2023
Q3 | $162K | Hold |
16,036
| – | – | ﹤0.01% | 882 |
|
|
2023
Q2 | $160K | Hold |
16,036
| – | – | ﹤0.01% | 882 |
|
|
2023
Q1 | $168K | Hold |
16,036
| – | – | ﹤0.01% | 777 |
|
|
2022
Q4 | $199K | Buy |
+16,036
| New | +$199K | ﹤0.01% | 736 |
|