Kestra Private Wealth Services’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,023
| Closed | -$206K | – | 1384 |
|
|
2024
Q2 | $206K | Sell |
2,023
-716
| -26% | -$72.8K | ﹤0.01% | 1227 |
|
|
2024
Q1 | $308K | Buy |
+2,739
| New | +$308K | 0.01% | 1002 |
|
|
2023
Q4 | – | Sell |
-2,584
| Closed | -$236K | – | 1232 |
|
|
2023
Q3 | $236K | Buy |
2,584
+467
| +22% | +$42.6K | 0.01% | 972 |
|
|
2023
Q2 | $228K | Sell |
2,117
-7
| -0.3% | -$753 | 0.01% | 921 |
|
|
2023
Q1 | $224K | Buy |
+2,124
| New | +$224K | 0.01% | 881 |
|