United Capital Financial Advisors’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,322
| Closed | -$267K | – | 972 |
|
|
2022
Q4 | $267K | Sell |
4,322
-8,785
| -67% | -$542K | ﹤0.01% | 912 |
|
|
2022
Q3 | $749K | Buy |
13,107
+987
| +8% | +$56.4K | ﹤0.01% | 672 |
|
|
2022
Q2 | $687K | Sell |
12,120
-35,770
| -75% | -$2.03M | ﹤0.01% | 714 |
|
|
2022
Q1 | $2.96M | Buy |
47,890
+20,110
| +72% | +$1.24M | 0.01% | 449 |
|
|
2021
Q4 | $1.65M | Sell |
27,780
-3
| -0% | -$178 | 0.01% | 572 |
|
|
2021
Q3 | $1.59M | Sell |
27,783
-132
| -0.5% | -$7.57K | 0.01% | 568 |
|
|
2021
Q2 | $1.71M | Buy |
27,915
+132
| +0.5% | +$8.1K | 0.01% | 570 |
|
|
2021
Q1 | $1.75M | Sell |
27,783
-170,184
| -86% | -$10.7M | 0.01% | 536 |
|
|
2020
Q4 | $10.7M | Sell |
197,967
-9
| -0% | -$486 | 0.06% | 246 |
|
|
2020
Q3 | $8.73M | Buy |
197,976
+6
| +0% | +$265 | 0.06% | 269 |
|
|
2020
Q2 | $9.23M | Hold |
197,970
| – | – | 0.07% | 262 |
|
|
2020
Q1 | $7.81M | Sell |
197,970
-519
| -0.3% | -$20.5K | 0.06% | 268 |
|
|
2019
Q4 | $10.6M | Buy |
198,489
+82
| +0% | +$4.37K | 0.07% | 305 |
|
|
2019
Q3 | $8.98M | Sell |
198,407
-178
| -0.1% | -$8.06K | 0.06% | 306 |
|
|
2019
Q2 | $8.84M | Buy |
198,585
+47
| +0% | +$2.09K | 0.06% | 311 |
|
|
2019
Q1 | $8.6M | Sell |
198,538
-3,634
| -2% | -$157K | 0.06% | 317 |
|
|
2018
Q4 | $8.5M | Sell |
202,172
-1,058
| -0.5% | -$44.5K | 0.07% | 280 |
|
|
2018
Q3 | $9.54M | Buy |
203,230
+882
| +0.4% | +$41.4K | 0.07% | 310 |
|
|
2018
Q2 | $9.31M | Buy |
202,348
+142
| +0.1% | +$6.53K | 0.07% | 315 |
|
|
2018
Q1 | $8.61M | Sell |
202,206
-2,099
| -1% | -$89.4K | 0.07% | 319 |
|
|
2017
Q4 | $8.21M | Sell |
204,305
-39
| -0% | -$1.57K | 0.06% | 324 |
|
|
2017
Q3 | $7.99M | Sell |
204,344
-4
| -0% | -$156 | 0.07% | 313 |
|
|
2017
Q2 | $7.86M | Buy |
204,348
+5,321
| +3% | +$205K | 0.07% | 312 |
|
|
2017
Q1 | $7.57M | Buy |
199,027
+453
| +0.2% | +$17.2K | 0.07% | 312 |
|
|
2016
Q4 | $7.77M | Sell |
198,574
-1,090
| -0.5% | -$42.7K | 0.08% | 308 |
|
|
2016
Q3 | $6.34M | Buy |
199,664
+1,128
| +0.6% | +$35.8K | 0.06% | 342 |
|
|
2016
Q2 | $6.14M | Sell |
198,536
-523
| -0.3% | -$16.2K | 0.06% | 333 |
|
|
2016
Q1 | $5.77M | Buy |
+199,059
| New | +$5.77M | 0.06% | 309 |
|