OneDigital Investment 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	$331K	Buy	2,577 +1	+0%	+$129	﹤0.01%	1100
2025 Q1	$323K	Sell	2,576 -777	-23%	-$97.3K	﹤0.01%	1061
2024 Q4	$450K	Buy	+3,353	New	+$450K	0.01%	929