EverSource Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History

EverSource Wealth Advisors’s Portfolio CFR Stock Details CFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$151K	Buy
2025 Q1	$80.4K	Buy
2024 Q4	$71.9K	Buy
2024 Q3	$54.7K	Buy
2024 Q2	$56.8K	Sell
2024 Q1	$52.7K	Buy
2023 Q4	$50K	Buy
2023 Q3	$40.6K	Buy
2023 Q2	$45K	Buy
2023 Q1	$9.9K	Buy