J.W. Cole Advisors’s Cullen/Frost Bankers CFR Stock Holding History

J.W. Cole Advisors’s Portfolio CFR Stock Details CFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$762K	Buy
2025 Q1	–	Sell
2024 Q4	$715K	Hold
2024 Q3	$596K	Hold
2024 Q2	$542K	Sell
2024 Q1	$606K	Sell
2023 Q4	$595K	Buy
2023 Q2	–	Sell
2023 Q1	$418K	Buy
2020 Q1	–	Sell
2019 Q4	$212K	Buy