Jamison Private Wealth Management’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
$226K Buy
1,761
+7
+0.4% +$900 0.03% 189
2025
Q1
$220K Sell
1,754
-73
-4% -$9.14K 0.03% 187
2024
Q4
$245K Buy
1,827
+6
+0.3% +$806 0.04% 189
2024
Q3
$204K Sell
1,821
-43
-2% -$4.81K 0.03% 188
2024
Q2
$189K Buy
1,864
+8
+0.4% +$813 0.03% 178
2024
Q1
$209K Buy
1,856
+8
+0.4% +$900 0.04% 172
2023
Q4
$201K Buy
1,848
+7
+0.4% +$759 0.04% 166
2023
Q3
$168K Buy
+1,841
New +$168K 0.03% 170