Mission Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,644
| Closed | -$492K | – | 445 |
|
|
2020
Q4 | $492K | Buy |
+5,644
| New | +$492K | 0.03% | 240 |
|
|
2020
Q1 | – | Sell |
-2,181
| Closed | -$213K | – | 304 |
|
|
2019
Q4 | $213K | Buy |
+2,181
| New | +$213K | 0.02% | 316 |
|
|
2019
Q3 | – | Sell |
-2,176
| Closed | -$204K | – | 323 |
|
|
2019
Q2 | $204K | Buy |
2,176
+75
| +4% | +$7.03K | 0.02% | 308 |
|
|
2019
Q1 | $204K | Buy |
+2,101
| New | +$204K | 0.02% | 300 |
|
|
2018
Q4 | – | Sell |
-2,136
| Closed | -$223K | – | 277 |
|
|
2018
Q3 | $223K | Buy |
2,136
+70
| +3% | +$7.31K | 0.03% | 257 |
|
|
2018
Q2 | $224K | Buy |
2,066
+8
| +0.4% | +$867 | 0.03% | 235 |
|
|
2018
Q1 | $218K | Buy |
+2,058
| New | +$218K | 0.04% | 208 |
|