Concord Wealth Partners’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 |
-9
| Closed | -$1.2K | – | 1030 |
|
|
2022
Q4 | $1.2K | Buy |
+9
| New | +$1.2K | ﹤0.01% | 1027 |
|
|
2022
Q3 | – | Sell |
-39
| Closed | -$5K | – | 316 |
|
|
2022
Q2 | $5K | Buy |
39
+30
| +333% | +$3.85K | ﹤0.01% | 811 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1179 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1202 |
|