Cerity Partners’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 | $7.7M | Sell |
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|
2025
Q2 | $8.53M | Buy |
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|
2025
Q1 | $7.66M | Buy |
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|
2024
Q4 | $5.42M | Sell |
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|
2024
Q3 | $5.23M | Buy |
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|
2024
Q2 | $3.2M | Sell |
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|
2024
Q1 | $4.67M | Buy |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $328K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $437K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $352K | Buy |
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|
2018
Q2 | $355K | Buy |
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|
2018
Q1 | $340K | Buy |
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|
2017
Q4 | $294K | Buy |
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|
2017
Q3 | $295K | Sell |
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|
2017
Q2 | $4.07M | Buy |
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