SFMG Wealth Advisors’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $203K | Sell |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $519K | Sell |
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|
2023
Q3 | $689K | Hold |
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|
2023
Q2 | $683K | Hold |
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|
2023
Q1 | $715K | Hold |
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|
2022
Q4 | $847K | Sell |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $730K | Sell |
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|
2022
Q1 | $936K | Sell |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.32M | Hold |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.37M | Sell |
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|
2020
Q1 | $1.28M | Sell |
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|
2019
Q4 | $2.53M | Buy |
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|
2019
Q3 | $1.52M | Buy |
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