FTWA
Fifth Third 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 | $289K | Sell |
2,251
-20
| -0.9% | -$2.57K | 0.01% | 546 |
|
2025
Q1 | $284K | Buy |
2,271
+12
| +0.5% | +$1.5K | 0.01% | 514 |
|
2024
Q4 | $303K | Hold |
2,259
| – | – | 0.02% | 484 |
|
2024
Q3 | $253K | Buy |
2,259
+121
| +6% | +$13.5K | 0.02% | 543 |
|
2024
Q2 | $217K | Buy |
+2,138
| New | +$217K | 0.02% | 563 |
|