Elk River Wealth Management’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 | $252K | Hold |
1,963
| – | – | 0.04% | 87 |
|
|
2025
Q1 | $246K | Hold |
1,963
| – | – | 0.05% | 87 |
|
|
2024
Q4 | $264K | Sell |
1,963
-37
| -2% | -$4.97K | 0.05% | 88 |
|
|
2024
Q3 | $224K | Hold |
2,000
| – | – | 0.04% | 92 |
|
|
2024
Q2 | $203K | Hold |
2,000
| – | – | 0.04% | 92 |
|
|
2024
Q1 | $225K | Hold |
2,000
| – | – | 0.05% | 89 |
|
|
2023
Q4 | $217K | Buy |
+2,000
| New | +$217K | 0.04% | 106 |
|