Allworth Financial’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37K | Buy |
288
+42
| +17% | +$5.4K | ﹤0.01% | 2119 |
|
|
2025
Q1 | $28.6K | Buy |
246
+16
| +7% | +$1.86K | ﹤0.01% | 1854 |
|
|
2024
Q4 | $32.3K | Sell |
230
-214
| -48% | -$30K | ﹤0.01% | 1796 |
|
|
2024
Q3 | $49.7K | Buy |
444
+239
| +117% | +$26.7K | ﹤0.01% | 1407 |
|
|
2024
Q2 | $23.3K | Sell |
205
-2
| -1% | -$227 | ﹤0.01% | 1788 |
|
|
2024
Q1 | $23.3K | Buy |
207
+4
| +2% | +$450 | ﹤0.01% | 1686 |
|
|
2023
Q4 | $22K | Sell |
203
-35
| -15% | -$3.8K | ﹤0.01% | 1592 |
|
|
2023
Q3 | $21.7K | Buy |
238
+230
| +2,875% | +$21K | ﹤0.01% | 1465 |
|
|
2023
Q2 | $861 | Sell |
8
-7
| -47% | -$753 | ﹤0.01% | 2777 |
|
|
2023
Q1 | $1.58K | Buy |
15
+9
| +150% | +$949 | ﹤0.01% | 2511 |
|
|
2022
Q4 | $802 | Hold |
6
| – | – | ﹤0.01% | 2534 |
|
|
2022
Q3 | $1K | Buy |
6
+1
| +20% | +$167 | ﹤0.01% | 2332 |
|
|
2022
Q2 | $1K | Sell |
5
-2
| -29% | -$400 | ﹤0.01% | 2110 |
|
|
2022
Q1 | $1K | Buy |
7
+3
| +75% | +$429 | ﹤0.01% | 1897 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1795 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1872 |
|
|
2015
Q4 | – | Sell |
-201
| Closed | -$13K | – | 626 |
|
|
2015
Q3 | $13K | Hold |
201
| – | – | ﹤0.01% | 358 |
|
|
2015
Q2 | $16K | Hold |
201
| – | – | 0.01% | 330 |
|
|
2015
Q1 | $14K | Buy |
+201
| New | +$14K | 0.01% | 353 |
|