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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$218K Sell
2024
Q3
$246K Hold
2024
Q2
$212K Hold
2024
Q1
$190K Hold
2023
Q4
$206K Hold
2023
Q3
$157K Hold
2023
Q2
$173K Hold
2023
Q1
$159K Hold
2022
Q4
$196K Hold
2022
Q3
$208K Hold
2022
Q2
$200K Hold
2022
Q1
$222K Sell
2021
Q4
$241K Buy