Forum Financial Management’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 | $285K | Hold |
2,218
| – | – | ﹤0.01% | 701 |
|
|
2025
Q1 | $278K | Hold |
2,218
| – | – | ﹤0.01% | 635 |
|
|
2024
Q4 | $298K | Buy |
+2,218
| New | +$298K | ﹤0.01% | 621 |
|
|
2023
Q1 | – | Sell |
-1,838
| Closed | -$246K | – | 627 |
|
|
2022
Q4 | $246K | Hold |
1,838
| – | – | 0.01% | 461 |
|
|
2022
Q3 | $243K | Hold |
1,838
| – | – | 0.01% | 423 |
|
|
2022
Q2 | $214K | Hold |
1,838
| – | – | 0.01% | 490 |
|
|
2022
Q1 | $254K | Sell |
1,838
-125
| -6% | -$17.3K | 0.01% | 470 |
|
|
2021
Q4 | $247K | Buy |
+1,963
| New | +$247K | 0.01% | 511 |
|