Steward Partners Investment Advisory’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
33,194
-985
| -3% | -$61.2K | 0.02% | 708 |
|
|
2025
Q1 | $2.13M | Buy |
34,179
+46
| +0.1% | +$2.86K | 0.02% | 647 |
|
|
2024
Q4 | $2.13M | Buy |
34,133
+952
| +3% | +$59.3K | 0.02% | 618 |
|
|
2024
Q3 | $1.88M | Buy |
33,181
+3,157
| +11% | +$179K | 0.02% | 649 |
|
|
2024
Q2 | $1.59M | Buy |
30,024
+780
| +3% | +$41.4K | 0.02% | 656 |
|
|
2024
Q1 | $1.48M | Buy |
29,244
+197
| +0.7% | +$9.98K | 0.02% | 672 |
|
|
2023
Q4 | $1.48M | Sell |
29,047
-19
| -0.1% | -$966 | 0.02% | 597 |
|
|
2023
Q3 | $1.26M | Buy |
29,066
+247
| +0.9% | +$10.7K | 0.02% | 599 |
|
|
2023
Q2 | $1.27M | Sell |
28,819
-92
| -0.3% | -$4.06K | 0.02% | 620 |
|
|
2023
Q1 | $1.53M | Sell |
28,911
-16,594
| -36% | -$878K | 0.02% | 544 |
|
|
2022
Q4 | $2.81M | Buy |
45,505
+16,893
| +59% | +$1.04M | 0.05% | 367 |
|
|
2022
Q3 | $1.64M | Buy |
28,612
+937
| +3% | +$53.5K | 0.03% | 487 |
|
|
2022
Q2 | $1.57M | Buy |
27,675
+841
| +3% | +$47.7K | 0.03% | 503 |
|
|
2022
Q1 | $1.66M | Buy |
26,834
+657
| +3% | +$40.6K | 0.03% | 533 |
|
|
2021
Q4 | $1.55M | Buy |
26,177
+306
| +1% | +$18.2K | 0.02% | 567 |
|
|
2021
Q3 | $1.48M | Sell |
25,871
-1,573
| -6% | -$90.2K | 0.03% | 534 |
|
|
2021
Q2 | $1.68M | Sell |
27,444
-372
| -1% | -$22.8K | 0.03% | 498 |
|
|
2021
Q1 | $1.75M | Buy |
27,816
+1,420
| +5% | +$89.5K | 0.03% | 470 |
|
|
2020
Q4 | $1.43M | Sell |
26,396
-992
| -4% | -$53.6K | 0.03% | 448 |
|
|
2020
Q3 | $1.21M | Buy |
27,388
+143
| +0.5% | +$6.31K | 0.03% | 432 |
|
|
2020
Q2 | $1.27M | Buy |
27,245
+8,925
| +49% | +$416K | 0.04% | 394 |
|
|
2020
Q1 | $722K | Buy |
18,320
+2,107
| +13% | +$83K | 0.03% | 474 |
|
|
2019
Q4 | $863K | Buy |
16,213
+740
| +5% | +$39.4K | 0.03% | 493 |
|
|
2019
Q3 | $700K | Buy |
15,473
+353
| +2% | +$16K | 0.02% | 501 |
|
|
2019
Q2 | $673K | Buy |
15,120
+222
| +1% | +$9.88K | 0.02% | 482 |
|
|
2019
Q1 | $645K | Buy |
14,898
+1,100
| +8% | +$47.6K | 0.03% | 451 |
|
|
2018
Q4 | $580K | Buy |
13,798
+287
| +2% | +$12.1K | 0.03% | 453 |
|
|
2018
Q3 | $634K | Buy |
13,511
+346
| +3% | +$16.2K | 0.03% | 450 |
|
|
2018
Q2 | $605K | Buy |
13,165
+175
| +1% | +$8.04K | 0.04% | 422 |
|
|
2018
Q1 | $553K | Buy |
12,990
+938
| +8% | +$39.9K | 0.04% | 396 |
|
|
2017
Q4 | $478K | Buy |
12,052
+473
| +4% | +$18.8K | 0.04% | 368 |
|
|
2017
Q3 | $452K | Buy |
11,579
+1,062
| +10% | +$41.5K | 0.05% | 313 |
|
|
2017
Q2 | $404K | Buy |
+10,517
| New | +$404K | 0.05% | 307 |
|