GoalVest Advisory’s Cullen/Frost Bankers CFR Stock Holding History

GoalVest Advisory’s Portfolio CFR Stock Details CFR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.6K	Hold
2025 Q4	$24.6K	Sell
2025 Q3	$28.4K	Buy