JFS 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 | $6.43K | Buy |
50
+5
| +11% | +$643 | ﹤0.01% | 997 |
|
2025
Q1 | $5.63K | Buy |
45
+2
| +5% | +$250 | ﹤0.01% | 1074 |
|
2024
Q4 | $5.77K | Hold |
43
| – | – | ﹤0.01% | 1071 |
|
2024
Q3 | $4.81K | Buy |
43
+2
| +5% | +$224 | ﹤0.01% | 1134 |
|
2024
Q2 | $4.17K | Hold |
41
| – | – | ﹤0.01% | 1136 |
|
2024
Q1 | $4.62K | Sell |
41
-5
| -11% | -$563 | ﹤0.01% | 1132 |
|
2023
Q4 | $4.99K | Buy |
46
+39
| +557% | +$4.23K | ﹤0.01% | 1058 |
|
2023
Q3 | $639 | Sell |
7
-28
| -80% | -$2.56K | ﹤0.01% | 1698 |
|
2023
Q2 | $3.76K | Buy |
35
+15
| +75% | +$1.61K | ﹤0.01% | 1131 |
|
2023
Q1 | $2.11K | Sell |
20
-39
| -66% | -$4.11K | ﹤0.01% | 1341 |
|
2022
Q4 | $7.89K | Buy |
59
+3
| +5% | +$401 | ﹤0.01% | 805 |
|
2022
Q3 | $7K | Buy |
56
+16
| +40% | +$2K | ﹤0.01% | 845 |
|
2022
Q2 | $5K | Sell |
40
-5
| -11% | -$625 | ﹤0.01% | 976 |
|
2022
Q1 | $6K | Buy |
45
+26
| +137% | +$3.47K | ﹤0.01% | 959 |
|
2021
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 1046 |
|