Global Retirement Partners’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
$4.5K Buy
+35
New +$4.5K ﹤0.01% 2949
2024
Q4
$11.1K Sell
83
-23
-22% -$3.09K ﹤0.01% 2360
2024
Q3
$11.9K Buy
106
+47
+80% +$5.26K ﹤0.01% 2217
2024
Q2
$6K Sell
59
-3
-5% -$305 ﹤0.01% 2531
2024
Q1
$6.98K Hold
62
﹤0.01% 2272
2023
Q4
$6.37K Buy
62
+35
+130% +$3.59K ﹤0.01% 2227
2023
Q3
$2.41K Hold
27
﹤0.01% 2467
2023
Q2
$2.9K Sell
27
-6
-18% -$645 ﹤0.01% 2400
2023
Q1
$3.26K Buy
+33
New +$3.26K ﹤0.01% 2320
2022
Q4
Sell
-1
Closed 3028
2022
Q3
$0 Buy
+1
New ﹤0.01% 2719
2021
Q2
Sell
-36
Closed -$4K 1870
2021
Q1
$4K Buy
+36
New +$4K ﹤0.01% 1501
2019
Q2
Sell
-43
Closed -$4K 1604
2019
Q1
$4K Hold
43
﹤0.01% 1280
2018
Q4
$4K Hold
43
﹤0.01% 1196
2018
Q3
$4K Hold
43
﹤0.01% 1255
2018
Q2
$5K Hold
43
﹤0.01% 1192
2018
Q1
$5K Hold
43
﹤0.01% 1142
2017
Q4
$4K Buy
43
+1
+2% +$93 ﹤0.01% 1148
2017
Q3
$4K Hold
42
﹤0.01% 1032
2017
Q2
$4K Hold
42
﹤0.01% 968
2017
Q1
$4K Hold
42
﹤0.01% 941
2016
Q4
$4K Buy
+42
New +$4K ﹤0.01% 874