Angeles Investment Advisors’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
Q1 | – | Sell |
-2,820
| Closed | -$379K | – | 70 |
|
|
2024
Q4 | $379K | Hold |
2,820
| – | – | 0.02% | 118 |
|
|
2024
Q3 | $315K | Sell |
2,820
-680
| -19% | -$76.1K | 0.02% | 163 |
|
|
2024
Q2 | $356K | Hold |
3,500
| – | – | 0.02% | 147 |
|
|
2024
Q1 | $394K | Hold |
3,500
| – | – | 0.02% | 142 |
|
|
2023
Q4 | $380K | Hold |
3,500
| – | – | 0.02% | 130 |
|
|
2023
Q3 | $319K | Buy |
+3,500
| New | +$319K | 0.03% | 135 |
|