GIM
Groesbeck Investment Management’s Cullen/Frost Bankers CFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $623K | Sell |
4,979
-593
| -11% | -$74.2K | 0.87% | 41 |
|
|
2024
Q4 | $748K | Sell |
5,572
-1,720
| -24% | -$231K | 0.97% | 34 |
|
|
2024
Q3 | $816K | Sell |
7,292
-1,385
| -16% | -$155K | 1.2% | 29 |
|
|
2024
Q2 | $882K | Sell |
8,677
-202
| -2% | -$20.5K | 1.22% | 28 |
|
|
2024
Q1 | $1M | Buy |
+8,879
| New | +$1M | 1.06% | 29 |
|