Atria Wealth Solutions’s Cullen/Frost Bankers CFR Stock Holding History

Atria Wealth Solutions’s Portfolio CFR Stock Details CFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$273K	Sell
2025 Q1	$335K	Sell
2024 Q4	$408K	Sell
2024 Q3	$473K	Sell
2024 Q2	$446K	Sell
2024 Q1	$614K	Buy
2023 Q4	$580K	Buy
2023 Q3	$244K	Sell
2023 Q2	$1.08M	Buy