Creative Planning’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $893K | Sell |
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|
2024
Q2 | $859K | Buy |
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|
2024
Q1 | $885K | Buy |
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|
2023
Q4 | $829K | Buy |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $849K | Buy |
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|
2023
Q1 | $555K | Buy |
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|
2022
Q4 | $456K | Sell |
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|
2022
Q3 | $477K | Buy |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $413K | Buy |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $205K | Sell |
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|
2021
Q1 | $318K | Buy |
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|
2020
Q4 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $367K | Sell |
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|
2019
Q3 | $479K | Buy |
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|
2019
Q2 | $384K | Sell |
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|
2019
Q1 | $398K | Buy |
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|
2018
Q4 | $360K | Sell |
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|
2018
Q3 | $439K | Buy |
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|
2018
Q2 | $449K | Buy |
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|
2018
Q1 | $381K | Buy |
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|
2017
Q4 | $332K | Buy |
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|
2017
Q3 | $322K | Buy |
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|
2017
Q2 | $317K | Hold |
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|
2017
Q1 | $300K | Sell |
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|
2016
Q4 | $301K | Buy |
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|
2016
Q3 | $232K | Buy |
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|
2016
Q2 | $200K | Buy |
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|
2016
Q1 | $81K | Buy |
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|
2015
Q4 | $15K | Sell |
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|
2015
Q3 | $65K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $10K | Buy |
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|
2014
Q4 | $2K | Sell |
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|
2014
Q3 | $4K | Sell |
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|
2014
Q2 | $7K | Buy |
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|
2014
Q1 | $0 | Hold |
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|
2013
Q4 | $0 | Sell |
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|
2013
Q3 | $28K | Buy |
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|
2013
Q2 | $7K | Buy |
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