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 |
|