Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
2,240
+167
| +8% | +$21.5K | ﹤0.01% | 775 |
|
|
2025
Q1 | $260K | Sell |
2,073
-115
| -5% | -$14.4K | ﹤0.01% | 745 |
|
|
2024
Q4 | $294K | Buy |
2,188
+1,283
| +142% | +$172K | ﹤0.01% | 731 |
|
|
2024
Q3 | $101K | Sell |
905
-116
| -11% | -$13K | ﹤0.01% | 1025 |
|
|
2024
Q2 | $104K | Buy |
1,021
+990
| +3,194% | +$101K | ﹤0.01% | 988 |
|
|
2024
Q1 | $3.33K | Hold |
31
| – | – | ﹤0.01% | 1235 |
|
|
2023
Q4 | $3.36K | Sell |
31
-31
| -50% | -$3.36K | ﹤0.01% | 1216 |
|
|
2023
Q3 | $5.66K | Buy |
+62
| New | +$5.66K | ﹤0.01% | 1216 |
|
|
2023
Q2 | – | Sell |
-280
| Closed | -$29.5K | – | 1391 |
|
|
2023
Q1 | $29.5K | Buy |
+280
| New | +$29.5K | ﹤0.01% | 774 |
|
|
2021
Q4 | – | Sell |
-224
| Closed | -$27K | – | 1291 |
|
|
2021
Q3 | $27K | Buy |
+224
| New | +$27K | ﹤0.01% | 719 |
|