Baker Tilly Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,561
| Closed | -$275K | – | 479 |
|
|
2023
Q2 | $275K | Sell |
2,561
-277
| -10% | -$29.8K | 0.03% | 466 |
|
|
2023
Q1 | $299K | Buy |
2,838
+25
| +0.9% | +$2.63K | 0.03% | 450 |
|
|
2022
Q4 | $376K | Buy |
2,813
+32
| +1% | +$4.28K | 0.05% | 393 |
|
|
2022
Q3 | $368K | Hold |
2,781
| – | – | 0.05% | 368 |
|
|
2022
Q2 | $324K | Buy |
2,781
+33
| +1% | +$3.85K | 0.04% | 402 |
|
|
2022
Q1 | $380K | Buy |
2,748
+35
| +1% | +$4.84K | 0.04% | 395 |
|
|
2021
Q4 | $342K | Sell |
2,713
-75
| -3% | -$9.45K | 0.04% | 410 |
|
|
2021
Q3 | $331K | Buy |
2,788
+121
| +5% | +$14.4K | 0.04% | 399 |
|
|
2021
Q2 | $299K | Sell |
2,667
-66
| -2% | -$7.4K | 0.05% | 399 |
|
|
2021
Q1 | $297K | Buy |
+2,733
| New | +$297K | 0.06% | 358 |
|