WW
CFB

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.