JWS
Juncture Wealth Strategies’s Cullen/Frost Bankers CFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Hold |
2,081
| – | – | 0.1% | 105 |
|
|
2025
Q1 | $261K | Hold |
2,081
| – | – | 0.1% | 112 |
|
|
2024
Q4 | $279K | Sell |
2,081
-800
| -28% | -$107K | 0.1% | 110 |
|
|
2024
Q3 | $322K | Buy |
2,881
+900
| +45% | +$101K | 0.12% | 96 |
|
|
2024
Q2 | $201K | Buy |
+1,981
| New | +$201K | 0.08% | 112 |
|