Carson Wealth (CWM LLC)’s Cullen/Frost Bankers CFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
4,928
+192
| +4% | +$24.7K | ﹤0.01% | 1489 |
|
|
2025
Q1 | $593K | Buy |
4,736
+843
| +22% | +$106K | ﹤0.01% | 1387 |
|
|
2024
Q4 | $523K | Buy |
3,893
+510
| +15% | +$68.5K | ﹤0.01% | 1355 |
|
|
2024
Q3 | $378K | Buy |
3,383
+2,993
| +767% | +$334K | ﹤0.01% | 1431 |
|
|
2024
Q2 | $40K | Buy |
390
+56
| +17% | +$5.74K | ﹤0.01% | 2611 |
|
|
2024
Q1 | $38K | Buy |
334
+106
| +46% | +$12.1K | ﹤0.01% | 2470 |
|
|
2023
Q4 | $25K | Sell |
228
-446
| -66% | -$48.9K | ﹤0.01% | 2615 |
|
|
2023
Q3 | $62K | Buy |
674
+2
| +0.3% | +$184 | ﹤0.01% | 1935 |
|
|
2023
Q2 | $72K | Sell |
672
-187
| -22% | -$20K | ﹤0.01% | 1752 |
|
|
2023
Q1 | $91K | Buy |
859
+164
| +24% | +$17.4K | ﹤0.01% | 1539 |
|
|
2022
Q4 | $93K | Buy |
695
+128
| +23% | +$17.1K | ﹤0.01% | 1405 |
|
|
2022
Q3 | $75K | Buy |
567
+183
| +48% | +$24.2K | ﹤0.01% | 1466 |
|
|
2022
Q2 | $45K | Buy |
384
+332
| +638% | +$38.9K | ﹤0.01% | 1671 |
|
|
2022
Q1 | $7K | Buy |
+52
| New | +$7K | ﹤0.01% | 2664 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | -$1K | – | 2925 |
|
|
2018
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1848 |
|
|
2017
Q4 | – | Sell |
-13
| Closed | -$1K | – | 1463 |
|
|
2017
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1350 |
|