Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $549K | Sell |
|
|||||
|
2025
Q2 | $633K | Buy |
|
|||||
|
2025
Q1 | $593K | Buy |
|
|||||
|
2024
Q4 | $523K | Buy |
|
|||||
|
2024
Q3 | $378K | Buy |
|
|||||
|
2024
Q2 | $40K | Buy |
|
|||||
|
2024
Q1 | $38K | Buy |
|
|||||
|
2023
Q4 | $25K | Sell |
|
|||||
|
2023
Q3 | $62K | Buy |
|
|||||
|
2023
Q2 | $72K | Sell |
|
|||||
|
2023
Q1 | $91K | Buy |
|
|||||
|
2022
Q4 | $93K | Buy |
|
|||||
|
2022
Q3 | $75K | Buy |
|
|||||
|
2022
Q2 | $45K | Buy |
|
|||||
|
2022
Q1 | $7K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $1K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $1K | Buy |
|