Icon Wealth Advisors’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	$305K	Buy	2,373 +896	+61%	+$115K	0.02%	310
2025 Q1	$185K	Sell	1,477 -149	-9%	-$18.7K	0.02%	369
2024 Q4	$218K	Buy	1,626 +14	+0.9%	+$1.88K	0.02%	357
2024 Q3	$180K	Sell	1,612 -1	-0.1%	-$112	0.02%	381
2024 Q2	$189K	Buy	+1,613	New	+$189K	0.02%	342