Congress Wealth Management’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	$761K	Buy	5,922 +31	+0.5%	+$3.99K	0.01%	783
2025 Q1	$738K	Sell	5,891 -192	-3%	-$24K	0.01%	704
2024 Q4	$817K	Buy	6,083 +549	+10%	+$73.7K	0.01%	551
2024 Q3	$619K	Buy	+5,534	New	+$619K	0.01%	597