Kovitz Investment Group Partners’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 Q1	–	Sell	-1,626	Closed	-$218K	–	1245
2024 Q4	$218K	Buy	+1,626	New	+$218K	﹤0.01%	1132
2024 Q2	–	Sell	-5,414	Closed	-$609K	–	815
2024 Q1	$609K	Buy	+5,414	New	+$609K	0.01%	477