Creative Planning Crossfirst Bankshares, Inc. Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Crossfirst Bankshares, Inc. stock. As of the latest transaction made, Creative Planning holds 240,389 shares of CFB stock, worth $4.12 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

240,389

Previous 264,498 9.12%

Holding current value

$4.12 Million

Previous $3.71 Million 8.06%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$13.95 - $18.68 $336,320 - $450,356	-24,109 Reduced 9.12%	240,389 $4.01 Million
Q2 2024 Aug 15, 2024	BUY	$11.81 - $14.02 $79,705 - $94,620	6,749 Added 2.62%	264,498 $3.71 Million
Q1 2024 May 10, 2024	BUY	$12.58 - $14.98 $78,096 - $92,995	6,208 Added 2.47%	257,749 $3.57 Million
Q4 2023 Feb 14, 2024	SELL	$9.86 - $13.94 $15,618 - $22,080	-1,584 Reduced 0.63%	251,541 $3.42 Million
Q3 2023 Nov 16, 2023	BUY	$9.94 - $11.95 $71,568 - $86,040	7,200 Added 2.93%	253,125 $2.55 Million
Q2 2023 Jul 21, 2023	BUY	$9.56 - $11.61 $54,673 - $66,397	5,719 Added 2.38%	245,925 $2.46 Million
Q1 2023 May 15, 2023	BUY	$10.28 - $14.45 $106,624 - $149,875	10,372 Added 4.51%	240,206 $2.52 Million
Q4 2022 Feb 10, 2023	SELL	$12.23 - $13.95 $224,958 - $256,596	-18,394 Reduced 7.41%	229,834 $2.85 Million
Q3 2022 Nov 03, 2022	BUY	$12.78 - $14.68 $9,712 - $11,156	760 Added 0.31%	248,228 $3.24 Million
Q2 2022 Aug 15, 2022	BUY	$12.49 - $15.7 $200,227 - $251,686	16,031 Added 6.93%	247,468 $3.27 Million
Q1 2022 May 16, 2022	SELL	$15.04 - $16.4 $1,970 - $2,148	-131 Reduced 0.06%	231,437 $3.65 Million
Q4 2021 Feb 11, 2022	BUY	$13.3 - $15.66 $1.9 Million - $2.23 Million	142,706 Added 160.59%	231,568 $3.62 Million
Q3 2021 Nov 10, 2021	SELL	$11.9 - $14.28 $13,470 - $16,164	-1,132 Reduced 1.26%	88,862 $1.16 Million
Q2 2021 Aug 04, 2021	SELL	$13.34 - $15.0 $5,336 - $6,000	-400 Reduced 0.44%	89,994 $1.24 Million
Q1 2021 Apr 30, 2021	SELL	$10.7 - $15.54 $327,655 - $475,865	-30,622 Reduced 25.3%	90,394 $1.25 Million
Q4 2020 Jan 29, 2021	BUY	$8.25 - $10.9 $655,050 - $865,460	79,400 Added 190.79%	121,016 $1.3 Million
Q3 2020 Nov 05, 2020	BUY	$8.0 - $10.2 $120,000 - $153,000	15,000 Added 56.36%	41,616 $362,000
Q1 2020 May 05, 2020	BUY	$5.74 - $14.4 $57,400 - $144,000	10,000 Added 60.18%	26,616 $224,000
Q4 2019 Jan 30, 2020	BUY	$12.34 - $14.42 $205,041 - $239,602	16,616 New	16,616 $240,000

Others Institutions Holding CFB

# of Institutions

164

Shares Held

30.3M

Call Options Held

1.1K

Put Options Held

1.2K

View Full List

About CROSSFIRST BANKSHARES, INC.

Ticker CFB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 48,787,700
Market Cap $836M
Description
CrossFirst Bankshares, Inc. operates as the bank holding company for CrossFirst Bank that provides various banking and financial services to businesses, business owners, professionals, and its personal networks. The company offers commercial real estate, construction and development, 1-4 family real estate, commercial, energy, and consumer loans...

More about CFB

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Creative Planning Crossfirst Bankshares, Inc. Transaction History