Glassman Wealth Services’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16
| Closed | -$1.74K | – | 504 |
|
|
2023
Q4 | $1.74K | Buy |
16
+8
| +100% | +$868 | ﹤0.01% | 1390 |
|
|
2023
Q3 | $730 | Sell |
8
-15
| -65% | -$1.37K | ﹤0.01% | 1649 |
|
|
2023
Q2 | $2.47K | Sell |
23
-17
| -43% | -$1.83K | ﹤0.01% | 1180 |
|
|
2023
Q1 | $4.21K | Buy |
40
+10
| +33% | +$1.05K | ﹤0.01% | 1050 |
|
|
2022
Q4 | $4.01K | Buy |
30
+5
| +20% | +$669 | ﹤0.01% | 1087 |
|
|
2022
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 1113 |
|
|
2022
Q2 | $3K | Buy |
25
+17
| +213% | +$2.04K | ﹤0.01% | 1125 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1349 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1326 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1304 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1251 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1211 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1173 |
|
|
2020
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1116 |
|
|
2020
Q2 | $1K | Sell |
8
-15
| -65% | -$1.88K | ﹤0.01% | 975 |
|
|
2020
Q1 | $1K | Buy |
23
+22
| +2,200% | +$957 | ﹤0.01% | 823 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1210 |
|
|
2019
Q3 | $0 | Sell |
1
-3
| -75% | – | ﹤0.01% | 1085 |
|
|
2019
Q2 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 1111 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1054 |
|
|
2018
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 808 |
|
|
2018
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 832 |
|
|
2018
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 816 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 761 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 686 |
|