Lido Advisors’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
Q2 | $18.4M | Sell |
143,077
-796
| -0.6% | -$102K | 0.07% | 160 |
|
|
2025
Q1 | $18M | Buy |
143,873
+7,720
| +6% | +$967K | 0.08% | 145 |
|
|
2024
Q4 | $18.3M | Buy |
136,153
+11,341
| +9% | +$1.52M | 0.08% | 136 |
|
|
2024
Q3 | $14M | Buy |
124,812
+118,240
| +1,799% | +$13.2M | 0.07% | 144 |
|
|
2024
Q2 | $668K | Buy |
+6,572
| New | +$668K | ﹤0.01% | 750 |
|
|
2023
Q2 | – | Sell |
-16,395
| Closed | -$1.73M | – | 1056 |
|
|
2023
Q1 | $1.73M | Buy |
+16,395
| New | +$1.73M | 0.02% | 349 |
|
|
2022
Q3 | – | Sell |
-5,144
| Closed | -$599K | – | 847 |
|
|
2022
Q2 | $599K | Buy |
+5,144
| New | +$599K | 0.01% | 425 |
|