Everpar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
2,575
-43
| -2% | -$5.53K | 0.15% | 185 |
|
|
2025
Q1 | $328K | Sell |
2,618
-84
| -3% | -$10.5K | 0.17% | 162 |
|
|
2024
Q4 | $363K | Buy |
2,702
+155
| +6% | +$20.8K | 0.18% | 148 |
|
|
2024
Q3 | $285K | Sell |
2,547
-875
| -26% | -$97.9K | 0.15% | 195 |
|
|
2024
Q2 | $348K | Buy |
3,422
+197
| +6% | +$20K | 0.17% | 167 |
|
|
2024
Q1 | $363K | Sell |
3,225
-1,462
| -31% | -$165K | 0.22% | 157 |
|
|
2023
Q4 | $508K | Buy |
+4,687
| New | +$508K | 0.24% | 150 |
|