Creative Planning’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 | $1.93M | Buy |
15,049
+1,316
| +10% | +$169K | ﹤0.01% | 1333 |
|
|
2025
Q1 | $1.72M | Buy |
13,733
+2,701
| +24% | +$338K | ﹤0.01% | 1286 |
|
|
2024
Q4 | $1.48M | Buy |
11,032
+3,046
| +38% | +$409K | ﹤0.01% | 1338 |
|
|
2024
Q3 | $893K | Sell |
7,986
-463
| -5% | -$51.8K | ﹤0.01% | 1607 |
|
|
2024
Q2 | $859K | Buy |
8,449
+585
| +7% | +$59.5K | ﹤0.01% | 1521 |
|
|
2024
Q1 | $885K | Buy |
7,864
+222
| +3% | +$25K | ﹤0.01% | 1403 |
|
|
2023
Q4 | $829K | Buy |
7,642
+1,659
| +28% | +$180K | ﹤0.01% | 1340 |
|
|
2023
Q3 | $546K | Sell |
5,983
-1,909
| -24% | -$174K | ﹤0.01% | 1504 |
|
|
2023
Q2 | $849K | Buy |
7,892
+2,624
| +50% | +$282K | ﹤0.01% | 1212 |
|
|
2023
Q1 | $555K | Buy |
5,268
+1,860
| +55% | +$196K | ﹤0.01% | 1397 |
|
|
2022
Q4 | $456K | Sell |
3,408
-202
| -6% | -$27K | ﹤0.01% | 1474 |
|
|
2022
Q3 | $477K | Buy |
3,610
+373
| +12% | +$49.3K | ﹤0.01% | 1359 |
|
|
2022
Q2 | $377K | Buy |
3,237
+250
| +8% | +$29.1K | ﹤0.01% | 1460 |
|
|
2022
Q1 | $413K | Buy |
2,987
+149
| +5% | +$20.6K | ﹤0.01% | 1433 |
|
|
2021
Q4 | $358K | Buy |
2,838
+1,110
| +64% | +$140K | ﹤0.01% | 1502 |
|
|
2021
Q3 | $205K | Sell |
1,728
-99
| -5% | -$11.7K | ﹤0.01% | 1844 |
|
|
2021
Q2 | $205K | Sell |
1,827
-1,098
| -38% | -$123K | ﹤0.01% | 1784 |
|
|
2021
Q1 | $318K | Buy |
2,925
+409
| +16% | +$44.5K | ﹤0.01% | 1736 |
|
|
2020
Q4 | $219K | Buy |
+2,516
| New | +$219K | ﹤0.01% | 1796 |
|
|
2020
Q1 | – | Sell |
-3,751
| Closed | -$367K | – | 1762 |
|
|
2019
Q4 | $367K | Sell |
3,751
-1,659
| -31% | -$162K | ﹤0.01% | 1275 |
|
|
2019
Q3 | $479K | Buy |
5,410
+1,310
| +32% | +$116K | ﹤0.01% | 1081 |
|
|
2019
Q2 | $384K | Sell |
4,100
-3
| -0.1% | -$281 | ﹤0.01% | 1215 |
|
|
2019
Q1 | $398K | Buy |
4,103
+9
| +0.2% | +$873 | ﹤0.01% | 1162 |
|
|
2018
Q4 | $360K | Sell |
4,094
-105
| -3% | -$9.23K | ﹤0.01% | 1123 |
|
|
2018
Q3 | $439K | Buy |
4,199
+50
| +1% | +$5.23K | ﹤0.01% | 1151 |
|
|
2018
Q2 | $449K | Buy |
4,149
+556
| +15% | +$60.2K | ﹤0.01% | 1116 |
|
|
2018
Q1 | $381K | Buy |
3,593
+83
| +2% | +$8.8K | ﹤0.01% | 1207 |
|
|
2017
Q4 | $332K | Buy |
3,510
+121
| +4% | +$11.4K | ﹤0.01% | 1292 |
|
|
2017
Q3 | $322K | Buy |
3,389
+18
| +0.5% | +$1.71K | ﹤0.01% | 1279 |
|
|
2017
Q2 | $317K | Hold |
3,371
| – | – | ﹤0.01% | 1250 |
|
|
2017
Q1 | $300K | Sell |
3,371
-40
| -1% | -$3.56K | ﹤0.01% | 1254 |
|
|
2016
Q4 | $301K | Buy |
3,411
+187
| +6% | +$16.5K | ﹤0.01% | 1174 |
|
|
2016
Q3 | $232K | Buy |
3,224
+92
| +3% | +$6.62K | ﹤0.01% | 1314 |
|
|
2016
Q2 | $200K | Buy |
3,132
+1,657
| +112% | +$106K | ﹤0.01% | 1248 |
|
|
2016
Q1 | $81K | Buy |
1,475
+1,222
| +483% | +$67.1K | ﹤0.01% | 1747 |
|
|
2015
Q4 | $15K | Sell |
253
-766
| -75% | -$45.4K | ﹤0.01% | 2992 |
|
|
2015
Q3 | $65K | Buy |
+1,019
| New | +$65K | ﹤0.01% | 1844 |
|
|
2015
Q2 | – | Sell |
-145
| Closed | -$10K | – | 1353 |
|
|
2015
Q1 | $10K | Buy |
145
+123
| +559% | +$8.48K | ﹤0.01% | 3135 |
|
|
2014
Q4 | $2K | Sell |
22
-36
| -62% | -$3.27K | ﹤0.01% | 3706 |
|
|
2014
Q3 | $4K | Sell |
58
-32
| -36% | -$2.21K | ﹤0.01% | 3311 |
|
|
2014
Q2 | $7K | Buy |
90
+87
| +2,900% | +$6.77K | ﹤0.01% | 2961 |
|
|
2014
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 3525 |
|
|
2013
Q4 | $0 | Sell |
3
-400
| -99% | – | ﹤0.01% | 3331 |
|
|
2013
Q3 | $28K | Buy |
403
+300
| +291% | +$20.8K | ﹤0.01% | 1886 |
|
|
2013
Q2 | $7K | Buy |
+103
| New | +$7K | ﹤0.01% | 2404 |
|