Atria Wealth Solutions’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 | $273K | Sell |
2,125
-549
| -21% | -$70.6K | 0.01% | 1203 |
|
|
2025
Q1 | $335K | Sell |
2,674
-364
| -12% | -$45.6K | ﹤0.01% | 1400 |
|
|
2024
Q4 | $408K | Sell |
3,038
-1,194
| -28% | -$160K | ﹤0.01% | 1360 |
|
|
2024
Q3 | $473K | Sell |
4,232
-161
| -4% | -$18K | 0.01% | 1267 |
|
|
2024
Q2 | $446K | Sell |
4,393
-1,061
| -19% | -$108K | ﹤0.01% | 1286 |
|
|
2024
Q1 | $614K | Buy |
5,454
+110
| +2% | +$12.4K | 0.01% | 1151 |
|
|
2023
Q4 | $580K | Buy |
5,344
+2,666
| +100% | +$289K | 0.01% | 1126 |
|
|
2023
Q3 | $244K | Sell |
2,678
-7,324
| -73% | -$668K | ﹤0.01% | 1542 |
|
|
2023
Q2 | $1.08M | Buy |
+10,002
| New | +$1.08M | 0.01% | 802 |
|