Glass Wealth 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
$4.3M Sell
33,479
-200
-0.6% -$25.7K 2.29% 13
2025
Q1
$4.22M Sell
33,679
-1,715
-5% -$215K 2.53% 11
2024
Q4
$4.75M Buy
35,394
+170
+0.5% +$22.8K 2.58% 10
2024
Q3
$3.94M Buy
35,224
+5,837
+20% +$653K 2.18% 15
2024
Q2
$2.99M Sell
29,387
-250
-0.8% -$25.4K 1.75% 21
2024
Q1
$3.34M Buy
+29,637
New +$3.34M 2.04% 17