Orion Portfolio Solutions’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
Q1 | $1.81M | Buy |
14,472
+156
| +1% | +$19.5K | 0.02% | 762 |
|
|
2024
Q4 | $1.92M | Buy |
14,316
+7,750
| +118% | +$1.04M | 0.02% | 724 |
|
|
2024
Q3 | $734K | Sell |
6,566
-95
| -1% | -$10.6K | 0.01% | 1180 |
|
|
2024
Q2 | $677K | Sell |
6,661
-415
| -6% | -$42.2K | 0.01% | 1166 |
|
|
2024
Q1 | $797K | Sell |
7,076
-389
| -5% | -$43.8K | 0.01% | 1083 |
|
|
2023
Q4 | $809K | Sell |
7,465
-431
| -5% | -$46.7K | 0.01% | 1039 |
|
|
2023
Q3 | $720K | Sell |
7,896
-1,042
| -12% | -$95K | 0.01% | 1062 |
|
|
2023
Q2 | $961K | Buy |
8,938
+5,132
| +135% | +$552K | 0.01% | 971 |
|
|
2023
Q1 | $401K | Buy |
+3,806
| New | +$401K | ﹤0.01% | 1222 |
|
|
2020
Q3 | – | Sell |
-154
| Closed | -$12K | – | 695 |
|
|
2020
Q2 | $12K | Sell |
154
-482
| -76% | -$37.6K | ﹤0.01% | 1125 |
|
|
2020
Q1 | $35K | Buy |
636
+55
| +9% | +$3.03K | ﹤0.01% | 674 |
|
|
2019
Q4 | $57K | Buy |
+581
| New | +$57K | ﹤0.01% | 531 |
|