Zynergy Retirement Planning’s Commerce Bancshares CBSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-242
Closed -$15.1K 36
2025
Q1
$15.1K Buy
242
+11
+5% +$685 0.01% 73
2024
Q4
$13.7K Sell
231
-12
-5% -$713 0.01% 71
2024
Q3
$13.7K Hold
243
0.01% 71
2024
Q2
$12.9K Buy
+243
New +$12.9K 0.01% 80