J.W. Cole 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 | $762K | Buy |
+5,925
| New | +$762K | 0.02% | 771 |
|
|
2025
Q1 | – | Sell |
-5,329
| Closed | -$715K | – | 1264 |
|
|
2024
Q4 | $715K | Hold |
5,329
| – | – | 0.03% | 513 |
|
|
2024
Q3 | $596K | Hold |
5,329
| – | – | 0.03% | 541 |
|
|
2024
Q2 | $542K | Sell |
5,329
-80
| -1% | -$8.13K | 0.03% | 507 |
|
|
2024
Q1 | $606K | Sell |
5,409
-75
| -1% | -$8.4K | 0.03% | 474 |
|
|
2023
Q4 | $595K | Buy |
+5,484
| New | +$595K | 0.03% | 433 |
|
|
2023
Q2 | – | Sell |
-3,966
| Closed | -$418K | – | 771 |
|
|
2023
Q1 | $418K | Buy |
+3,966
| New | +$418K | 0.03% | 487 |
|
|
2020
Q1 | – | Sell |
-2,166
| Closed | -$212K | – | 162 |
|
|
2019
Q4 | $212K | Buy |
+2,166
| New | +$212K | 0.03% | 517 |
|