Stratos Wealth Partners’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,491
| Closed | -$207K | – | 1555 |
|
|
2025
Q2 | $207K | Sell |
3,491
-263
| -7% | -$15.4K | ﹤0.01% | 1321 |
|
|
2025
Q1 | $222K | Sell |
3,754
-260
| -6% | -$15.8K | ﹤0.01% | 1234 |
|
|
2024
Q4 | $238K | Buy |
4,014
+145
| +4% | +$8.74K | ﹤0.01% | 1267 |
|
|
2024
Q3 | $208K | Buy |
+3,869
| New | +$215K | ﹤0.01% | 1325 |
|
|
2023
Q3 | – | Sell |
-4,758
| Closed | -$200K | – | 1290 |
|
|
2023
Q2 | $200K | Sell |
4,758
-740
| -13% | -$32.8K | ﹤0.01% | 1107 |
|
|
2023
Q1 | $277K | Sell |
5,498
-260
| -5% | -$14.5K | 0.01% | 903 |
|
|
2022
Q4 | $339K | Buy |
5,758
+28
| +0.5% | +$1.63K | 0.01% | 850 |
|
|
2022
Q3 | $312K | Buy |
5,730
+15
| +0.3% | +$856 | 0.01% | 845 |
|
|
2022
Q2 | $309K | Buy |
5,715
+80
| +1% | +$4.49K | 0.01% | 917 |
|
|
2022
Q1 | $332K | Sell |
5,635
-749
| -12% | -$43.7K | 0.01% | 957 |
|
|
2021
Q4 | $361K | Sell |
6,384
-1,511
| -19% | -$85K | 0.01% | 934 |
|
|
2021
Q3 | $431K | Sell |
7,895
-75,380
| -91% | -$4.16M | 0.01% | 806 |
|
|
2021
Q2 | $4.87M | Buy |
83,275
+1,969
| +2% | +$119K | 0.12% | 187 |
|
|
2021
Q1 | $4.88M | Sell |
81,306
-4,837
| -6% | -$279K | 0.14% | 170 |
|
|
2020
Q4 | $4.43M | Sell |
86,143
-973
| -1% | -$47.1K | 0.13% | 176 |
|
|
2020
Q3 | $3.66M | Sell |
87,116
-1,986
| -2% | -$85.3K | 0.12% | 184 |
|
|
2020
Q2 | $3.95M | Buy |
89,102
+20,303
| +30% | +$893K | 0.14% | 166 |
|
|
2020
Q1 | $2.58M | Sell |
68,799
-14,909
| -18% | -$706K | 0.12% | 175 |
|
|
2019
Q4 | $4.24M | Buy |
83,708
+689
| +0.8% | +$32.2K | 0.17% | 140 |
|
|
2019
Q3 | $3.58M | Buy |
83,019
+1,535
| +2% | +$64K | 0.15% | 151 |
|
|
2019
Q2 | $3.46M | Buy |
81,484
+4,295
| +6% | +$181K | 0.15% | 149 |
|
|
2019
Q1 | $3.19M | Buy |
77,189
+937
| +1% | +$40.1K | 0.14% | 163 |
|
|
2018
Q4 | $3.06M | Buy |
76,252
+479
| +0.6% | +$20.5K | 0.16% | 147 |
|
|
2018
Q3 | $3.39M | Buy |
75,773
+1,707
| +2% | +$79.7K | 0.15% | 145 |
|
|
2018
Q2 | $3.24M | Buy |
74,066
+1,335
| +2% | +$58K | 0.14% | 154 |
|
|
2018
Q1 | $2.95M | Buy |
72,731
+760
| +1% | +$30.2K | 0.12% | 173 |
|
|
2017
Q4 | $2.72M | Buy |
71,971
+1,094
| +2% | +$40.8K | 0.12% | 179 |
|
|
2017
Q3 | $2.64M | Buy |
70,877
+1,467
| +2% | +$53.2K | 0.12% | 174 |
|
|
2017
Q2 | $2.54M | Buy |
69,410
+3,548
| +5% | +$127K | 0.13% | 158 |
|
|
2017
Q1 | $2.38M | Buy |
65,862
+5,334
| +9% | +$197K | 0.13% | 153 |
|
|
2016
Q4 | $2.26M | Sell |
60,528
-13,994
| -19% | -$472K | 0.14% | 146 |
|
|
2016
Q3 | $2.25M | Buy |
74,522
+24,148
| +48% | +$721K | 0.15% | 132 |
|
|
2016
Q2 | $1.48M | Buy |
50,374
+13,541
| +37% | +$391K | 0.11% | 175 |
|
|
2016
Q1 | $1.02M | Buy |
36,833
+28,377
| +336% | +$735K | 0.09% | 186 |
|
|
2015
Q4 | $221K | Sell |
8,456
-3,410
| -29% | -$91.9K | 0.02% | 492 |
|
|
2015
Q3 | $316K | Buy |
+11,866
| New | +$319K | 0.04% | 360 |
|
Other funds holding CBSH
CB
