Abound Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	-$127	–	1511
2025 Q4	$127	Hold	1	–	–	﹤0.01%	1339
2025 Q3	$127	Sell	1 -37	-97%	-$4.81K	﹤0.01%	1267
2025 Q2	$4.85K	Buy	38 +1	+3%	+$122	﹤0.01%	578
2025 Q1	$4.65K	Hold	37	–	–	﹤0.01%	554
2024 Q4	$4.98K	Buy	37 +23	+164%	+$3.02K	﹤0.01%	528
2024 Q3	$1.52K	Sell	14 -15	-52%	-$1.64K	﹤0.01%	740
2024 Q2	$2.92K	Sell	29 -15	-34%	-$1.57K	﹤0.01%	600
2024 Q1	$4.99K	Buy	44 +1	+2%	+$107	﹤0.01%	522
2023 Q4	$4.63K	Buy	43 +29	+207%	+$2.82K	﹤0.01%	527
2023 Q3	$1.28K	Sell	14 -7	-33%	-$710	﹤0.01%	679
2023 Q2	$2.27K	Sell	21 -22	-51%	-$2.3K	﹤0.01%	629
2023 Q1	$4.5K	Buy	43 +31	+258%	+$3.86K	﹤0.01%	433
2022 Q4	$1.55K	Sell	12 -4	-25%	-$569	﹤0.01%	571
2022 Q3	$2.13K	Buy	+16	New	+$2.1K	﹤0.01%	470