Enzi Wealth’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 | $273K | Hold |
2,000
| – | – | 0.1% | 59 |
|
|
2025
Q1 | $233K | Hold |
2,000
| – | – | 0.09% | 60 |
|
|
2024
Q4 | $280K | Hold |
2,000
| – | – | 0.11% | 56 |
|
|
2024
Q3 | $240K | Buy |
+2,000
| New | +$240K | 0.09% | 59 |
|
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$216K | – | 63 |
|
|
2024
Q1 | $216K | Hold |
2,000
| – | – | 0.1% | 55 |
|
|
2023
Q4 | $210K | Buy |
+2,000
| New | +$210K | 0.1% | 56 |
|
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$223K | – | 53 |
|
|
2023
Q2 | $223K | Buy |
+2,000
| New | +$223K | 0.11% | 56 |
|