EverSource Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Buy |
1,174
+532
| +83% | +$68.4K | 0.01% | 993 |
|
|
2025
Q1 | $80.4K | Buy |
642
+106
| +20% | +$13.3K | ﹤0.01% | 999 |
|
|
2024
Q4 | $71.9K | Buy |
536
+47
| +10% | +$6.31K | ﹤0.01% | 1034 |
|
|
2024
Q3 | $54.7K | Buy |
489
+4
| +0.8% | +$447 | ﹤0.01% | 1027 |
|
|
2024
Q2 | $56.8K | Sell |
485
-20
| -4% | -$2.34K | ﹤0.01% | 1035 |
|
|
2024
Q1 | $52.7K | Buy |
505
+44
| +10% | +$4.59K | ﹤0.01% | 966 |
|
|
2023
Q4 | $50K | Buy |
461
+15
| +3% | +$1.63K | ﹤0.01% | 899 |
|
|
2023
Q3 | $40.6K | Buy |
446
+28
| +7% | +$2.55K | ﹤0.01% | 894 |
|
|
2023
Q2 | $45K | Buy |
418
+324
| +345% | +$34.8K | 0.01% | 878 |
|
|
2023
Q1 | $9.9K | Buy |
+94
| New | +$9.9K | ﹤0.01% | 1363 |
|