Altavista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,440
| Closed | -$240K | – | 107 |
|
|
2014
Q4 | $240K | Sell |
3,440
-2,255
| -40% | -$157K | 0.15% | 101 |
|
|
2014
Q3 | $436K | Sell |
5,695
-11,300
| -66% | -$865K | 0.28% | 72 |
|
|
2014
Q2 | $1.35M | Buy |
16,995
+320
| +2% | +$25.4K | 0.84% | 39 |
|
|
2014
Q1 | $1.29M | Sell |
16,675
-797
| -5% | -$61.8K | 0.79% | 42 |
|
|
2013
Q4 | $1.34M | Sell |
17,472
-373
| -2% | -$28.5K | 0.81% | 41 |
|
|
2013
Q3 | $1.26M | Sell |
17,845
-2,900
| -14% | -$205K | 0.82% | 40 |
|
|
2013
Q2 | $1.39M | Buy |
+20,745
| New | +$1.39M | 0.93% | 37 |
|