Forum Financial Management’s Cullen/Frost Bankers CFR Stock Holding History

Forum Financial Management’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 Q3	$345K	Buy
2025 Q2	$285K	Hold
2025 Q1	$278K	Hold
2024 Q4	$298K	Buy
2023 Q1	–	Sell
2022 Q4	$246K	Hold
2022 Q3	$243K	Hold
2022 Q2	$214K	Hold
2022 Q1	$254K	Sell
2021 Q4	$247K	Buy