Avidian Wealth Enterprises’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 | $312K | Sell |
2,428
-997
| -29% | -$128K | 0.01% | 432 |
|
|
2025
Q1 | $429K | Buy |
3,425
+1,008
| +42% | +$126K | 0.02% | 337 |
|
|
2024
Q4 | $325K | Buy |
2,417
+4
| +0.2% | +$537 | 0.01% | 383 |
|
|
2024
Q3 | $270K | Sell |
2,413
-199
| -8% | -$22.3K | 0.01% | 414 |
|
|
2024
Q2 | $265K | Buy |
2,612
+358
| +16% | +$36.4K | 0.01% | 408 |
|
|
2024
Q1 | $254K | Buy |
+2,254
| New | +$254K | 0.01% | 381 |
|
|
2023
Q3 | – | Sell |
-1,947
| Closed | -$209K | – | 399 |
|
|
2023
Q2 | $209K | Sell |
1,947
-942
| -33% | -$101K | 0.01% | 391 |
|
|
2023
Q1 | $304K | Buy |
2,889
+264
| +10% | +$27.8K | 0.02% | 375 |
|
|
2022
Q4 | $351K | Buy |
2,625
+10
| +0.4% | +$1.34K | 0.02% | 331 |
|
|
2022
Q3 | $346K | Buy |
2,615
+8
| +0.3% | +$1.06K | 0.03% | 298 |
|
|
2022
Q2 | $304K | Buy |
2,607
+841
| +48% | +$98.1K | 0.02% | 348 |
|
|
2022
Q1 | $244K | Sell |
1,766
-12
| -0.7% | -$1.66K | 0.01% | 413 |
|
|
2021
Q4 | $224K | Buy |
1,778
+8
| +0.5% | +$1.01K | 0.01% | 459 |
|
|
2021
Q3 | $210K | Buy |
+1,770
| New | +$210K | 0.02% | 345 |
|