B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,056
| Closed | -$304K | – | 560 |
|
|
2015
Q4 | $304K | Sell |
5,056
-3,314
| -40% | -$199K | 0.06% | 360 |
|
|
2015
Q3 | $533K | Sell |
8,370
-492
| -6% | -$31.3K | 0.13% | 221 |
|
|
2015
Q2 | $697K | Buy |
8,862
+70
| +0.8% | +$5.51K | 0.17% | 162 |
|
|
2015
Q1 | $607K | Buy |
8,792
+4,242
| +93% | +$293K | 0.15% | 179 |
|
|
2014
Q4 | $5.91K | Buy |
+4,550
| New | +$5.91K | 0.13% | 200 |
|
|
2014
Q3 | – | Sell |
-6,795
| Closed | -$540K | – | 841 |
|
|
2014
Q2 | $540K | Buy |
+6,795
| New | +$540K | 0.13% | 184 |
|