UBS AM’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-105,149
| Closed | -$1.59M | – | 2714 |
|
|
2024
Q4 | $1.59M | Buy |
105,149
+398
| +0.4% | +$6.03K | ﹤0.01% | 2155 |
|
|
2024
Q3 | $1.75M | Buy |
104,751
+16,431
| +19% | +$274K | ﹤0.01% | 2113 |
|
|
2024
Q2 | $1.24M | Buy |
88,320
+32,424
| +58% | +$455K | ﹤0.01% | 2264 |
|
|
2024
Q1 | $774K | Hold |
55,896
| – | – | ﹤0.01% | 2139 |
|
|
2023
Q4 | $759K | Hold |
55,896
| – | – | ﹤0.01% | 2163 |
|
|
2023
Q3 | $564K | Buy |
55,896
+8,803
| +19% | +$88.8K | ﹤0.01% | 2251 |
|
|
2023
Q2 | $494K | Hold |
47,093
| – | – | ﹤0.01% | 2329 |
|
|
2023
Q1 | $494K | Sell |
47,093
-11,593
| -20% | -$121K | ﹤0.01% | 2329 |
|
|
2022
Q4 | $728K | Hold |
58,686
| – | – | ﹤0.01% | 2010 |
|
|
2022
Q3 | $766K | Sell |
58,686
-5,620
| -9% | -$73.3K | ﹤0.01% | 2120 |
|
|
2022
Q2 | $849K | Buy |
64,306
+7,596
| +13% | +$100K | ﹤0.01% | 2056 |
|
|
2022
Q1 | $894K | Buy |
56,710
+8,604
| +18% | +$136K | ﹤0.01% | 2197 |
|
|
2021
Q4 | $751K | Hold |
48,106
| – | – | ﹤0.01% | 2356 |
|
|
2021
Q3 | $625K | Hold |
48,106
| – | – | ﹤0.01% | 2405 |
|
|
2021
Q2 | $661K | Buy |
48,106
+24,194
| +101% | +$333K | ﹤0.01% | 2419 |
|
|
2021
Q1 | $330K | Sell |
23,912
-4,188
| -15% | -$57.8K | ﹤0.01% | 2475 |
|
|
2020
Q4 | $302K | Hold |
28,100
| – | – | ﹤0.01% | 2408 |
|
|
2020
Q3 | $244K | Buy |
28,100
+800
| +3% | +$6.95K | ﹤0.01% | 2354 |
|
|
2020
Q2 | $267K | Buy |
+27,300
| New | +$267K | ﹤0.01% | 2313 |
|