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Kingswood Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Kingswood Wealth Advisors’s Portfolio CFR Stock Details CFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$307K Sell
2,386
-8
-0.3% -$1.03K 0.02% 562
2025
Q1 		$300K Sell
2,394
-1
-0% -$125 0.03% 547
2024
Q4 		$322K Buy
+2,395
New +$322K 0.02% 582