Waterfront Wealth’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Waterfront Wealth’s Portfolio CFB Stock Details CFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,400	Closed	-$218K	–	262
2024 Q4	$218K	Sell	14,400 -750	-5%	-$12.4K	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%	-$4.75K	0.08%	225
2021 Q4	$241K	Buy	+15,450	New	+$225K	0.1%	198

Waterfront Wealth's CFB Position: Q1 2025 in Review

Waterfront Wealth sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q1 2025, closing a stake of 14,400 shares — an estimated $218K sold.

Waterfront Wealth first reported a position in CFB in Q4 2021 and held it in 13 quarters. The position peaked at $246K in Q3 2024. 0 funds tracked by Wall St. Rank hold CFB as of Q1 2025.

Waterfront Wealth reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Waterfront Wealth sold 14,400 CrossFirst Bankshares, Inc. Common Stock shares in Q1 2025, an estimated $218K.
Waterfront Wealth first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q4 2021 and held it in 13 quarters.
Waterfront Wealth's CrossFirst Bankshares, Inc. Common Stock position peaked at $246K in Q3 2024.
0 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q1 2025.

Based on Waterfront Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.