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Beacon Harbor Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio CFR Stock Details CFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-32,952
Closed -$4.41M – 71
2022
Q4 		$4.41M Buy
+32,952
New +$4.41M 1.5% 34
2022
Q2 		$3.84M Buy
+32,961
New +$3.84M 1.35% 40