Carolinas Wealth Consulting’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-234
| Closed | -$29.2K | – | 147 |
|
|
2025
Q1 | $29.2K | Buy |
234
+3
| +1% | +$375 | 0.01% | 406 |
|
|
2024
Q4 | $31K | Sell |
231
-26
| -10% | -$3.48K | 0.01% | 423 |
|
|
2024
Q3 | $28.7K | Hold |
257
| – | – | 0.01% | 431 |
|
|
2024
Q2 | $26.1K | Buy |
257
+4
| +2% | +$406 | 0.01% | 449 |
|
|
2024
Q1 | $28.5K | Hold |
253
| – | – | 0.01% | 445 |
|
|
2023
Q4 | $27.4K | Sell |
253
-2
| -0.8% | -$217 | 0.01% | 407 |
|
|
2023
Q3 | $23.2K | Sell |
255
-9
| -3% | -$817 | 0.01% | 410 |
|
|
2023
Q2 | $28.4K | Buy |
264
+96
| +57% | +$10.3K | 0.01% | 426 |
|
|
2023
Q1 | $17.7K | Buy |
168
+3
| +2% | +$316 | ﹤0.01% | 511 |
|
|
2022
Q4 | $22.1K | Buy |
165
+25
| +18% | +$3.34K | 0.01% | 480 |
|
|
2022
Q3 | $19K | Hold |
140
| – | – | ﹤0.01% | 446 |
|
|
2022
Q2 | $16K | Hold |
140
| – | – | ﹤0.01% | 490 |
|
|
2022
Q1 | $19K | Sell |
140
-19
| -12% | -$2.58K | ﹤0.01% | 489 |
|
|
2021
Q4 | $20K | Buy |
159
+140
| +737% | +$17.6K | ﹤0.01% | 486 |
|
|
2021
Q3 | $2K | Sell |
19
-3
| -14% | -$316 | ﹤0.01% | 776 |
|
|
2021
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 793 |
|
|
2021
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 799 |
|