Moody National Bank Trust Division’s Cousins Properties CUZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-13,566
| Closed | -$314K | – | 465 |
|
2024
Q2 | $314K | Hold |
13,566
| – | – | 0.02% | 377 |
|
2024
Q1 | $326K | Hold |
13,566
| – | – | 0.03% | 381 |
|
2023
Q4 | $330K | Buy |
13,566
+2,541
| +23% | +$61.9K | 0.03% | 395 |
|
2023
Q3 | $225K | Hold |
11,025
| – | – | 0.01% | 552 |
|
2023
Q2 | $251K | Hold |
11,025
| – | – | 0.02% | 555 |
|
2023
Q1 | $236K | Buy |
11,025
+2,402
| +28% | +$51.4K | 0.02% | 560 |
|
2022
Q4 | $218K | Buy |
+8,623
| New | +$218K | 0.02% | 559 |
|
2019
Q2 | – | Sell |
-323
| Closed | -$12K | – | 507 |
|
2019
Q1 | $12K | Hold |
323
| – | – | ﹤0.01% | 617 |
|
2018
Q4 | $10K | Buy |
+323
| New | +$10K | ﹤0.01% | 603 |
|