Claro Advisors’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,462
| Closed | -$463K | – | 354 |
|
|
2022
Q4 | $463K | Buy |
3,462
+902
| +35% | +$121K | 0.15% | 168 |
|
|
2022
Q3 | $298K | Hold |
2,560
| – | – | 0.12% | 193 |
|
|
2022
Q2 | $298K | Buy |
2,560
+898
| +54% | +$105K | 0.12% | 193 |
|
|
2022
Q1 | $210K | Hold |
1,662
| – | – | 0.08% | 257 |
|
|
2021
Q4 | $210K | Buy |
+1,662
| New | +$210K | 0.08% | 257 |
|
|
2019
Q1 | – | Sell |
-233
| Closed | -$24K | – | 271 |
|
|
2018
Q4 | $24K | Buy |
+233
| New | +$24K | 0.02% | 499 |
|