Impact Partnership Wealth’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 | – | Sell |
-2,199
| Closed | -$275K | – | 305 |
|
|
2025
Q1 | $275K | Sell |
2,199
-2,453
| -53% | -$307K | 0.06% | 181 |
|
|
2024
Q4 | $625K | Buy |
+4,652
| New | +$625K | 0.13% | 96 |
|
|
2024
Q3 | – | Sell |
-2,208
| Closed | -$224K | – | 247 |
|
|
2024
Q2 | $224K | Buy |
+2,208
| New | +$224K | 0.06% | 192 |
|
|
2024
Q1 | – | Sell |
-3,007
| Closed | -$326K | – | 731 |
|
|
2023
Q4 | $326K | Buy |
+3,007
| New | +$326K | 0.12% | 112 |
|