SWA
CFB
SFMG Wealth Advisors’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 |
-14,500
| Closed | -$203K | – | 288 |
|
|
2024
Q2 | $203K | Sell |
14,500
-7,346
| -34% | -$103K | 0.02% | 245 |
|
|
2024
Q1 | $302K | Sell |
21,846
-16,404
| -43% | -$227K | 0.03% | 196 |
|
|
2023
Q4 | $519K | Sell |
38,250
-30,000
| -44% | -$407K | 0.05% | 135 |
|
|
2023
Q3 | $689K | Hold |
68,250
| – | – | 0.07% | 103 |
|
|
2023
Q2 | $683K | Hold |
68,250
| – | – | 0.07% | 102 |
|
|
2023
Q1 | $715K | Hold |
68,250
| – | – | 0.08% | 103 |
|
|
2022
Q4 | $847K | Sell |
68,250
-26,541
| -28% | -$329K | 0.09% | 95 |
|
|
2022
Q3 | $1.24M | Buy |
94,791
+39,523
| +72% | +$517K | 0.14% | 76 |
|
|
2022
Q2 | $730K | Sell |
55,268
-4,125
| -7% | -$54.5K | 0.08% | 102 |
|
|
2022
Q1 | $936K | Sell |
59,393
-9,000
| -13% | -$142K | 0.09% | 94 |
|
|
2021
Q4 | $1.07M | Sell |
68,393
-11,263
| -14% | -$176K | 0.1% | 95 |
|
|
2021
Q3 | $1.04M | Sell |
79,656
-8,750
| -10% | -$114K | 0.11% | 90 |
|
|
2021
Q2 | $1.22M | Sell |
88,406
-7,018
| -7% | -$96.5K | 0.14% | 81 |
|
|
2021
Q1 | $1.32M | Hold |
95,424
| – | – | 0.15% | 70 |
|
|
2020
Q4 | $1.03M | Sell |
95,424
-32,500
| -25% | -$349K | 0.13% | 78 |
|
|
2020
Q3 | $1.11M | Sell |
127,924
-12,500
| -9% | -$109K | 0.15% | 60 |
|
|
2020
Q2 | $1.37M | Sell |
140,424
-12,500
| -8% | -$122K | 0.2% | 46 |
|
|
2020
Q1 | $1.29M | Sell |
152,924
-22,612
| -13% | -$190K | 0.19% | 35 |
|
|
2019
Q4 | $2.53M | Buy |
175,536
+69,000
| +65% | +$995K | 0.31% | 29 |
|
|
2019
Q3 | $1.52M | Buy |
+106,536
| New | +$1.52M | 0.21% | 37 |
|