Waterfront Wealth’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 |
-14,400
| Closed | -$218K | – | 262 |
|
|
2024
Q4 | $218K | Sell |
14,400
-750
| -5% | -$11.4K | 0.05% | 242 |
|
|
2024
Q3 | $246K | Hold |
15,150
| – | – | 0.06% | 232 |
|
|
2024
Q2 | $212K | Hold |
15,150
| – | – | 0.06% | 233 |
|
|
2024
Q1 | $190K | Hold |
15,150
| – | – | 0.05% | 237 |
|
|
2023
Q4 | $206K | Hold |
15,150
| – | – | 0.06% | 238 |
|
|
2023
Q3 | $157K | Hold |
15,150
| – | – | 0.05% | 237 |
|
|
2023
Q2 | $173K | Hold |
15,150
| – | – | 0.05% | 241 |
|
|
2023
Q1 | $159K | Hold |
15,150
| – | – | 0.05% | 239 |
|
|
2022
Q4 | $196K | Hold |
15,150
| – | – | 0.07% | 236 |
|
|
2022
Q3 | $208K | Hold |
15,150
| – | – | 0.08% | 228 |
|
|
2022
Q2 | $200K | Hold |
15,150
| – | – | 0.08% | 225 |
|
|
2022
Q1 | $222K | Sell |
15,150
-300
| -2% | -$4.4K | 0.08% | 225 |
|
|
2021
Q4 | $241K | Buy |
+15,450
| New | +$241K | 0.1% | 198 |
|