Personal CFO 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
Q2
$262K Sell
2,035
-80
-4% -$10.3K 0.05% 376
2025
Q1
$265K Buy
2,115
+24
+1% +$3.01K 0.05% 348
2024
Q4
$281K Buy
2,091
+283
+16% +$38K 0.06% 346
2024
Q3
$202K Buy
+1,808
New +$202K 0.03% 536
2024
Q2
Sell
-1,978
Closed -$223K 542
2024
Q1
$223K Buy
1,978
+38
+2% +$4.28K 0.03% 493
2023
Q4
$210K Buy
+1,940
New +$210K 0.04% 477
2023
Q1
Sell
-1,595
Closed -$213K 477
2022
Q4
$213K Buy
+1,595
New +$213K 0.05% 405