Boston Financial Management’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 | $218K | Buy |
+1,621
| New | +$218K | 0.01% | 318 |
|
2023
Q1 | – | Sell |
-1,620
| Closed | -$217K | – | 310 |
|
2022
Q4 | $217K | Hold |
1,620
| – | – | 0.01% | 304 |
|
2022
Q3 | $214K | Buy |
+1,620
| New | +$214K | 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% | -$25.2K | 0.01% | 257 |
|
2021
Q3 | $216K | Hold |
1,820
| – | – | 0.01% | 242 |
|
2021
Q2 | $204K | Buy |
+1,820
| New | +$204K | 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 | +$102K | 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 | +$202K | 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 | +$201K | 0.03% | 202 |
|