Corient Private Wealth’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
$2.18M Buy
16,951
+2,604
+18% +$335K ﹤0.01% 1078
2025
Q1
$1.8M Sell
14,347
-382
-3% -$47.8K ﹤0.01% 1011
2024
Q4
$1.98M Buy
14,729
+3,898
+36% +$523K ﹤0.01% 1008
2024
Q3
$1.21M Sell
10,831
-5,600
-34% -$626K ﹤0.01% 1288
2024
Q2
$1.67M Sell
16,431
-461
-3% -$46.9K ﹤0.01% 1103
2024
Q1
$1.9M Buy
16,892
+169
+1% +$19K ﹤0.01% 1037
2023
Q4
$1.81M Buy
16,723
+6,796
+68% +$737K ﹤0.01% 1047
2023
Q3
$905K Buy
9,927
+2,223
+29% +$203K ﹤0.01% 1225
2023
Q2
$828K Sell
7,704
-2,404
-24% -$258K ﹤0.01% 1221
2023
Q1
$1.06M Buy
10,108
+5,332
+112% +$562K ﹤0.01% 1056
2022
Q4
$639K Buy
+4,776
New +$639K ﹤0.01% 1059