Stratos Wealth Partners’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,212
| Closed | -$187K | – | 1552 |
|
|
2024
Q3 | $187K | Hold |
11,212
| – | – | ﹤0.01% | 1352 |
|
|
2024
Q2 | $157K | Sell |
11,212
-35
| -0.3% | -$491 | ﹤0.01% | 1296 |
|
|
2024
Q1 | $156K | Sell |
11,247
-3,965
| -26% | -$54.9K | ﹤0.01% | 1309 |
|
|
2023
Q4 | $207K | Sell |
15,212
-19,000
| -56% | -$258K | ﹤0.01% | 1259 |
|
|
2023
Q3 | $345K | Hold |
34,212
| – | – | 0.01% | 955 |
|
|
2023
Q2 | $342K | Sell |
34,212
-10
| -0% | -$100 | 0.01% | 902 |
|
|
2023
Q1 | $359K | Buy |
34,222
+10
| +0% | +$105 | 0.01% | 804 |
|
|
2022
Q4 | $425K | Hold |
34,212
| – | – | 0.01% | 780 |
|
|
2022
Q3 | $446K | Hold |
34,212
| – | – | 0.01% | 730 |
|
|
2022
Q2 | $452K | Sell |
34,212
-5
| -0% | -$66 | 0.01% | 766 |
|
|
2022
Q1 | $539K | Sell |
34,217
-7,995
| -19% | -$126K | 0.01% | 788 |
|
|
2021
Q4 | $659K | Sell |
42,212
-16,000
| -27% | -$250K | 0.01% | 713 |
|
|
2021
Q3 | $757K | Sell |
58,212
-4,000
| -6% | -$52K | 0.02% | 610 |
|
|
2021
Q2 | $855K | Hold |
62,212
| – | – | 0.02% | 584 |
|
|
2021
Q1 | $858K | Buy |
+62,212
| New | +$858K | 0.02% | 546 |
|