Charles Schwab Investment Management Inc Crossfirst Bankshares, Inc. Transaction History

Charles Schwab Investment Management Inc

$527 Billion
Q4 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Crossfirst Bankshares, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 358,052 shares of CFB stock, worth $5.88 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

358,052

Previous 355,505 0.72%

Holding current value

$5.88 Million

Previous $5.93 Million 8.47%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$15.15 - $17.96 $38,587 - $45,744	2,547 Added 0.72%	358,052 $5.42 Million
Q3 2024 Nov 12, 2024	BUY	$13.95 - $18.68 $109,130 - $146,133	7,823 Added 2.25%	355,505 $5.93 Million
Q2 2024 Aug 12, 2024	BUY	$11.81 - $14.02 $89,661 - $106,439	7,592 Added 2.23%	347,682 $4.87 Million
Q1 2024 May 08, 2024	BUY	$12.58 - $14.98 $27,562 - $32,821	2,191 Added 0.65%	340,090 $4.71 Million
Q4 2023 Feb 06, 2024	BUY	$9.86 - $13.94 $5,442 - $7,694	552 Added 0.16%	337,899 $4.59 Million
Q3 2023 Nov 08, 2023	BUY	$9.94 - $11.95 $166,495 - $200,162	16,750 Added 5.22%	337,347 $3.4 Million
Q2 2023 Aug 09, 2023	BUY	$9.56 - $11.61 $31,528 - $38,289	3,298 Added 1.04%	320,597 $3.21 Million
Q1 2023 May 11, 2023	SELL	$10.28 - $14.45 $31,282 - $43,971	-3,043 Reduced 0.95%	317,299 $3.33 Million
Q4 2022 Feb 13, 2023	BUY	$12.23 - $13.95 $6,909 - $7,881	565 Added 0.18%	320,342 $3.98 Million
Q3 2022 Nov 14, 2022	BUY	$12.78 - $14.68 $54,315 - $62,390	4,250 Added 1.35%	319,777 $4.17 Million
Q2 2022 Aug 15, 2022	SELL	$12.49 - $15.7 $145,371 - $182,732	-11,639 Reduced 3.56%	315,527 $4.17 Million
Q1 2022 May 13, 2022	BUY	$15.04 - $16.4 $94,857 - $103,434	6,307 Added 1.97%	327,166 $5.16 Million
Q4 2021 Feb 11, 2022	BUY	$13.3 - $15.66 $42,280 - $49,783	3,179 Added 1.0%	320,859 $5.01 Million
Q3 2021 Nov 16, 2021	SELL	$11.9 - $14.28 $62,225 - $74,670	-5,229 Reduced 1.62%	317,680 $4.13 Million
Q2 2021 Aug 16, 2021	BUY	$13.34 - $15.0 $28,987 - $32,595	2,173 Added 0.68%	322,909 $4.44 Million
Q1 2021 May 17, 2021	BUY	$10.7 - $15.54 $69,432 - $100,839	6,489 Added 2.06%	320,736 $4.42 Million
Q4 2020 Feb 16, 2021	BUY	$8.25 - $10.9 $57,081 - $75,417	6,919 Added 2.25%	314,247 $3.38 Million
Q3 2020 Nov 13, 2020	BUY	$8.0 - $10.2 $1.38 Million - $1.76 Million	172,859 Added 128.55%	307,328 $2.67 Million
Q2 2020 Aug 14, 2020	BUY	$7.61 - $10.71 $43,536 - $61,271	5,721 Added 4.44%	134,469 $1.32 Million
Q1 2020 May 15, 2020	BUY	$5.74 - $14.4 $500,499 - $1.26 Million	87,195 Added 209.84%	128,748 $1.08 Million
Q4 2019 Feb 07, 2020	BUY	$12.34 - $14.42 $6,058 - $7,080	491 Added 1.2%	41,553 $600,000
Q3 2019 Nov 08, 2019	BUY	$13.85 - $14.69 $568,708 - $603,200	41,062 New	41,062 $588,000

Others Institutions Holding CFB

# of Institutions

170

Shares Held

30.6M

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 $801M
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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Charles Schwab Investment Management Inc Crossfirst Bankshares, Inc. Transaction History