Boston Financial Management’s Cullen/Frost Bankers CFR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$218K	Buy	+1,621	New	+$213K	0.01%	320
2023 Q1	–	Sell	-1,620	Closed	-$217K	–	310
2022 Q4	$217K	Hold	1,620	–	–	0.01%	304
2022 Q3	$214K	Buy	+1,620	New	+$212K	0.01%	287
2022 Q2	–	Sell	-1,620	Closed	-$224K	–	287
2022 Q1	$224K	Hold	1,620	–	–	0.01%	271
2021 Q4	$204K	Sell	1,620 -200	-11%	-$25.7K	0.01%	257
2021 Q3	$216K	Hold	1,820	–	–	0.01%	242
2021 Q2	$204K	Buy	+1,820	New	+$213K	0.01%	241
2020 Q3	–	Sell	-1,820	Closed	-$136K	–	243
2020 Q2	$136K	Hold	1,820	–	–	0.01%	263
2020 Q1	$102K	Buy	+1,820	New	+$148K	0.01%	262
2018 Q3	–	Sell	-2,150	Closed	-$233K	–	297
2018 Q2	$233K	Hold	2,150	–	–	0.02%	243
2018 Q1	$228K	Hold	2,150	–	–	0.02%	245
2017 Q4	$203K	Hold	2,150	–	–	0.01%	256
2017 Q3	$204K	Hold	2,150	–	–	0.01%	252
2017 Q2	$202K	Buy	+2,150	New	+$198K	0.01%	261
2014 Q2	–	Sell	-2,700	Closed	-$209K	–	204
2014 Q1	$209K	Hold	2,700	–	–	0.03%	196
2013 Q4	$201K	Buy	+2,700	New	+$193K	0.03%	202