Baldwin Wealth Partners’s Cullen/Frost Bankers CFR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13	Closed	-$1.45K	–	362
2024 Q3	$1.45K	Buy	13 +4	+44%	+$447	﹤0.01%	983
2024 Q2	$915	Buy	+9	New	+$915	﹤0.01%	724