CWS Financial Advisors’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,981
| Closed | -$215K | – | 146 |
|
|
2022
Q4 | $215K | Sell |
1,981
-139
| -7% | -$15.1K | 0.09% | 129 |
|
|
2022
Q3 | $280K | Sell |
2,120
-7
| -0.3% | -$925 | 0.13% | 109 |
|
|
2022
Q2 | $248K | Buy |
2,127
+15
| +0.7% | +$1.75K | 0.11% | 122 |
|
|
2022
Q1 | $292K | Sell |
2,112
-4
| -0.2% | -$553 | 0.11% | 116 |
|
|
2021
Q4 | $267K | Buy |
+2,116
| New | +$267K | 0.09% | 129 |
|
|
2021
Q2 | $222K | Hold |
1,981
| – | – | 0.09% | 138 |
|
|
2021
Q1 | $215K | Buy |
+1,981
| New | +$215K | 0.09% | 129 |
|