LFA
Legacy Financial Advisors’s Cullen/Frost Bankers CFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
1,640
-6,718
| -80% | -$864K | 0.03% | 326 |
|
|
2025
Q1 | $1.05M | Sell |
8,358
-211
| -2% | -$26.4K | 0.18% | 101 |
|
|
2024
Q4 | $1.15M | Sell |
8,569
-334
| -4% | -$44.8K | 0.19% | 89 |
|
|
2024
Q3 | $996K | Sell |
8,903
-69
| -0.8% | -$7.72K | 0.17% | 99 |
|
|
2024
Q2 | $912K | Sell |
8,972
-311
| -3% | -$31.6K | 0.16% | 103 |
|
|
2024
Q1 | $1.04M | Buy |
9,283
+443
| +5% | +$49.9K | 0.19% | 89 |
|
|
2023
Q4 | $959K | Buy |
8,840
+3,981
| +82% | +$432K | 0.18% | 88 |
|
|
2023
Q3 | $443K | Sell |
4,859
-28
| -0.6% | -$2.55K | 0.09% | 155 |
|
|
2023
Q2 | $526K | Buy |
4,887
+387
| +9% | +$41.6K | 0.1% | 134 |
|
|
2023
Q1 | $474K | Buy |
4,500
+193
| +4% | +$20.3K | 0.1% | 133 |
|
|
2022
Q4 | $576K | Buy |
4,307
+187
| +5% | +$25K | 0.12% | 102 |
|
|
2022
Q3 | $545K | Buy |
4,120
+207
| +5% | +$27.4K | 0.13% | 90 |
|
|
2022
Q2 | $456K | Buy |
3,913
+211
| +6% | +$24.6K | 0.11% | 97 |
|
|
2022
Q1 | $512K | Sell |
3,702
-87
| -2% | -$12K | 0.12% | 96 |
|
|
2021
Q4 | $478K | Buy |
3,789
+232
| +7% | +$29.3K | 0.11% | 95 |
|
|
2021
Q3 | $422K | Buy |
3,557
+122
| +4% | +$14.5K | 0.1% | 94 |
|
|
2021
Q2 | $385K | Buy |
3,435
+530
| +18% | +$59.4K | 0.1% | 93 |
|
|
2021
Q1 | $316K | Buy |
+2,905
| New | +$316K | 0.09% | 101 |
|
|
2019
Q2 | – | Sell |
-41
| Closed | -$4K | – | 254 |
|
|
2019
Q1 | $4K | Buy |
41
+17
| +71% | +$1.66K | ﹤0.01% | 804 |
|
|
2018
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 834 |
|
|
2018
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 798 |
|
|
2018
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 770 |
|
|
2018
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 747 |
|
|
2017
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 733 |
|