Stratos Wealth Partners’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 | $207K | Sell |
3,325
-250
| -7% | -$15.5K | ﹤0.01% | 1321 |
|
|
2025
Q1 | $222K | Sell |
3,575
-248
| -6% | -$15.4K | ﹤0.01% | 1234 |
|
|
2024
Q4 | $238K | Buy |
3,823
+139
| +4% | +$8.66K | ﹤0.01% | 1267 |
|
|
2024
Q3 | $208K | Buy |
+3,684
| New | +$208K | ﹤0.01% | 1325 |
|
|
2023
Q3 | – | Sell |
-4,531
| Closed | -$200K | – | 1290 |
|
|
2023
Q2 | $200K | Sell |
4,531
-705
| -13% | -$31.1K | ﹤0.01% | 1107 |
|
|
2023
Q1 | $277K | Sell |
5,236
-248
| -5% | -$13.1K | 0.01% | 903 |
|
|
2022
Q4 | $339K | Buy |
5,484
+27
| +0.5% | +$1.67K | 0.01% | 850 |
|
|
2022
Q3 | $312K | Buy |
5,457
+14
| +0.3% | +$800 | 0.01% | 845 |
|
|
2022
Q2 | $309K | Buy |
5,443
+76
| +1% | +$4.32K | 0.01% | 917 |
|
|
2022
Q1 | $332K | Sell |
5,367
-713
| -12% | -$44.1K | 0.01% | 957 |
|
|
2021
Q4 | $361K | Sell |
6,080
-1,439
| -19% | -$85.4K | 0.01% | 934 |
|
|
2021
Q3 | $431K | Sell |
7,519
-71,790
| -91% | -$4.12M | 0.01% | 806 |
|
|
2021
Q2 | $4.87M | Buy |
79,309
+1,875
| +2% | +$115K | 0.12% | 187 |
|
|
2021
Q1 | $4.88M | Sell |
77,434
-4,607
| -6% | -$290K | 0.14% | 170 |
|
|
2020
Q4 | $4.43M | Sell |
82,041
-926
| -1% | -$50K | 0.13% | 176 |
|
|
2020
Q3 | $3.66M | Sell |
82,967
-1,892
| -2% | -$83.4K | 0.12% | 184 |
|
|
2020
Q2 | $3.95M | Buy |
84,859
+19,336
| +30% | +$901K | 0.14% | 166 |
|
|
2020
Q1 | $2.59M | Sell |
65,523
-14,199
| -18% | -$560K | 0.12% | 175 |
|
|
2019
Q4 | $4.24M | Buy |
79,722
+656
| +0.8% | +$34.9K | 0.17% | 140 |
|
|
2019
Q3 | $3.58M | Buy |
79,066
+1,462
| +2% | +$66.2K | 0.15% | 151 |
|
|
2019
Q2 | $3.46M | Buy |
77,604
+4,090
| +6% | +$182K | 0.15% | 149 |
|
|
2019
Q1 | $3.19M | Buy |
73,514
+893
| +1% | +$38.7K | 0.14% | 163 |
|
|
2018
Q4 | $3.06M | Buy |
72,621
+456
| +0.6% | +$19.2K | 0.16% | 147 |
|
|
2018
Q3 | $3.39M | Buy |
72,165
+1,626
| +2% | +$76.3K | 0.15% | 145 |
|
|
2018
Q2 | $3.24M | Buy |
70,539
+1,272
| +2% | +$58.5K | 0.14% | 154 |
|
|
2018
Q1 | $2.95M | Buy |
69,267
+723
| +1% | +$30.8K | 0.12% | 173 |
|
|
2017
Q4 | $2.72M | Buy |
68,544
+1,042
| +2% | +$41.3K | 0.12% | 179 |
|
|
2017
Q3 | $2.64M | Buy |
67,502
+1,398
| +2% | +$54.7K | 0.12% | 174 |
|
|
2017
Q2 | $2.54M | Buy |
66,104
+3,379
| +5% | +$130K | 0.13% | 158 |
|
|
2017
Q1 | $2.38M | Buy |
62,725
+5,079
| +9% | +$193K | 0.13% | 153 |
|
|
2016
Q4 | $2.26M | Sell |
57,646
-13,327
| -19% | -$522K | 0.14% | 146 |
|
|
2016
Q3 | $2.25M | Buy |
70,973
+22,998
| +48% | +$730K | 0.15% | 132 |
|
|
2016
Q2 | $1.48M | Buy |
47,975
+12,896
| +37% | +$398K | 0.11% | 175 |
|
|
2016
Q1 | $1.02M | Buy |
35,079
+27,026
| +336% | +$783K | 0.09% | 186 |
|
|
2015
Q4 | $221K | Sell |
8,053
-3,248
| -29% | -$89.1K | 0.02% | 492 |
|
|
2015
Q3 | $316K | Buy |
+11,301
| New | +$316K | 0.04% | 360 |
|