Cary Street Partners Investment Advisory’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 | $54.5K | Sell |
424
-43
| -9% | -$5.53K | 0.03% | 390 |
|
|
2025
Q1 | $58.5K | Buy |
+467
| New | +$58.5K | 0.03% | 351 |
|
|
2024
Q2 | – | Sell |
-1,781
| Closed | -$200K | – | 752 |
|
|
2024
Q1 | $200K | Sell |
1,781
-622
| -26% | -$70K | 0.01% | 672 |
|
|
2023
Q4 | $261K | Sell |
2,403
-446
| -16% | -$48.4K | 0.01% | 556 |
|
|
2023
Q3 | $260K | Buy |
2,849
+165
| +6% | +$15.1K | 0.01% | 502 |
|
|
2023
Q2 | $289K | Buy |
2,684
+2,675
| +29,722% | +$288K | 0.02% | 445 |
|
|
2023
Q1 | $948 | Hold |
9
| – | – | ﹤0.01% | 1575 |
|
|
2022
Q4 | $1.2K | Buy |
+9
| New | +$1.2K | ﹤0.01% | 1567 |
|
|
2020
Q4 | – | Sell |
-9
| Closed | -$1K | – | 438 |
|
|
2020
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 941 |
|