Caldwell Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.43K | Hold |
25
| – | – | ﹤0.01% | 731 |
|
|
2025
Q4 | $3.17K | Hold |
25
| – | – | ﹤0.01% | 710 |
|
|
2025
Q3 | $3.17K | Hold |
25
| – | – | ﹤0.01% | 706 |
|
|
2025
Q2 | $3.21K | Hold |
25
| – | – | ﹤0.01% | 707 |
|
|
2025
Q1 | $3.13K | Hold |
25
| – | – | ﹤0.01% | 712 |
|
|
2024
Q4 | $3.36K | Hold |
25
| – | – | ﹤0.01% | 672 |
|
|
2024
Q3 | $2.8K | Hold |
25
| – | – | ﹤0.01% | 672 |
|
|
2024
Q2 | $2.54K | Sell |
25
-25
| -50% | -$2.62K | ﹤0.01% | 672 |
|
|
2024
Q1 | $5.63K | Hold |
50
| – | – | ﹤0.01% | 658 |
|
|
2023
Q4 | $5.42K | Hold |
50
| – | – | ﹤0.01% | 645 |
|
|
2023
Q3 | $4.56K | Hold |
50
| – | – | ﹤0.01% | 650 |
|
|
2023
Q2 | $5.38K | Sell |
50
-102
| -67% | -$10.7K | ﹤0.01% | 663 |
|
|
2023
Q1 | $16K | Hold |
152
| – | – | ﹤0.01% | 575 |
|
|
2022
Q4 | $20.3K | Hold |
152
| – | – | ﹤0.01% | 533 |
|
|
2022
Q3 | $20.1K | Hold |
152
| – | – | ﹤0.01% | 532 |
|
|
2022
Q2 | $17.7K | Hold |
152
| – | – | ﹤0.01% | 555 |
|
|
2022
Q1 | $21K | Hold |
152
| – | – | ﹤0.01% | 559 |
|
|
2021
Q4 | $19.2K | Hold |
152
| – | – | ﹤0.01% | 571 |
|
|
2021
Q3 | $18K | Hold |
152
| – | – | ﹤0.01% | 575 |
|
|
2021
Q2 | $17K | Hold |
152
| – | – | ﹤0.01% | 587 |
|
|
2021
Q1 | $16.5K | Hold |
152
| – | – | ﹤0.01% | 579 |
|
|
2020
Q4 | $13.3K | Hold |
152
| – | – | ﹤0.01% | 595 |
|
|
2020
Q3 | $9.72K | Hold |
152
| – | – | ﹤0.01% | 619 |
|
|
2020
Q2 | $11.4K | Hold |
152
| – | – | ﹤0.01% | 619 |
|
|
2020
Q1 | $8.48K | Hold |
152
| – | – | ﹤0.01% | 658 |
|
|
2019
Q4 | $14.9K | Buy |
+152
| New | +$14.1K | ﹤0.01% | 632 |
|
Other funds holding CFR
VPM
VCM
