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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Sell
2,869
-240
-8% -$30.8K ﹤0.01% 967
2025
Q1
$389K Buy
3,109
+181
+6% +$22.7K ﹤0.01% 910
2024
Q4
$393K Sell
2,928
-164
-5% -$22K ﹤0.01% 894
2024
Q3
$346K Sell
3,092
-930
-23% -$104K ﹤0.01% 967
2024
Q2
$409K Buy
4,022
+169
+4% +$17.2K ﹤0.01% 929
2024
Q1
$434K Buy
3,853
+336
+10% +$37.8K ﹤0.01% 959
2023
Q4
$382K Sell
3,517
-54
-2% -$5.86K ﹤0.01% 974
2023
Q3
$326K Buy
3,571
+137
+4% +$12.5K ﹤0.01% 1024
2023
Q2
$369K Buy
3,434
+565
+20% +$60.8K 0.01% 808
2023
Q1
$302K Sell
2,869
-2,572
-47% -$271K 0.01% 929
2022
Q4
$727K Buy
5,441
+3,096
+132% +$414K 0.01% 584
2022
Q3
$313K Buy
+2,345
New +$313K 0.01% 781
2022
Q2
Sell
-15,433
Closed -$2.14M 1067
2022
Q1
$2.14M Buy
15,433
+13,406
+661% +$1.86M 0.03% 432
2021
Q4
$256K Buy
+2,027
New +$256K 0.01% 788
2021
Q3
Sell
-2,064
Closed -$231K 914
2021
Q2
$231K Buy
+2,064
New +$231K 0.01% 745