AE Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,846
| Closed | -$735K | – | 1282 |
|
|
2023
Q4 | $735K | Buy |
+6,846
| New | +$735K | ﹤0.01% | 1269 |
|
|
2023
Q1 | – | Sell |
-4,955
| Closed | -$662K | – | 1887 |
|
|
2022
Q4 | $662K | Sell |
4,955
-6,767
| -58% | -$905K | ﹤0.01% | 1164 |
|
|
2022
Q3 | $1.55M | Buy |
11,722
+6,278
| +115% | +$830K | 0.01% | 784 |
|
|
2022
Q2 | $634K | Buy |
+5,444
| New | +$634K | 0.01% | 1076 |
|
|
2021
Q4 | – | Sell |
-5,004
| Closed | -$594K | – | 1707 |
|
|
2021
Q3 | $594K | Buy |
+5,004
| New | +$594K | ﹤0.01% | 1098 |
|