Cullen/Frost Bankers’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
301
+27
| +10% | +$10.1K | ﹤0.01% | 619 |
|
|
2025
Q1 | $89.7K | Sell |
274
-1,240
| -82% | -$406K | ﹤0.01% | 621 |
|
|
2024
Q4 | $494K | Sell |
1,514
-86
| -5% | -$28.1K | 0.01% | 387 |
|
|
2024
Q3 | $372K | Sell |
1,600
-9
| -0.6% | -$2.09K | 0.01% | 425 |
|
|
2024
Q2 | $449K | Buy |
1,609
+9
| +0.6% | +$2.51K | 0.01% | 393 |
|
|
2024
Q1 | $423K | Sell |
1,600
-28
| -2% | -$7.4K | 0.01% | 388 |
|
|
2023
Q4 | $371K | Buy |
1,628
+28
| +2% | +$6.37K | 0.01% | 406 |
|
|
2023
Q3 | $380K | Hold |
1,600
| – | – | 0.01% | 413 |
|
|
2023
Q2 | $348K | Sell |
1,600
-1,400
| -47% | -$304K | 0.01% | 434 |
|
|
2023
Q1 | $607K | Hold |
3,000
| – | – | 0.01% | 358 |
|
|
2022
Q4 | $649K | Buy |
3,000
+300
| +11% | +$64.9K | 0.01% | 354 |
|
|
2022
Q3 | $590K | Hold |
2,700
| – | – | 0.01% | 353 |
|
|
2022
Q2 | $498K | Hold |
2,700
| – | – | 0.01% | 379 |
|
|
2022
Q1 | $493K | Hold |
2,700
| – | – | 0.01% | 400 |
|
|
2021
Q4 | $432K | Hold |
2,700
| – | – | 0.01% | 426 |
|
|
2021
Q3 | $423K | Hold |
2,700
| – | – | 0.01% | 417 |
|
|
2021
Q2 | $364K | Hold |
2,700
| – | – | 0.01% | 451 |
|
|
2021
Q1 | $384K | Hold |
2,700
| – | – | 0.01% | 422 |
|
|
2020
Q4 | $281K | Hold |
2,700
| – | – | 0.01% | 447 |
|
|
2020
Q3 | $207K | Hold |
2,700
| – | – | 0.01% | 462 |
|
|
2020
Q2 | $212K | Hold |
2,700
| – | – | 0.01% | 434 |
|
|
2020
Q1 | $147K | Hold |
2,700
| – | – | 0.01% | 404 |
|
|
2019
Q4 | $249K | Buy |
+2,700
| New | +$249K | 0.01% | 399 |
|