Personal CFO Solutions’s Cullen/Frost Bankers CFR Stock Holding History

Personal CFO Solutions’s Portfolio CFR Stock Details CFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$262K	Sell
2025 Q1	$265K	Buy
2024 Q4	$281K	Buy
2024 Q3	$202K	Buy
2024 Q2	–	Sell
2024 Q1	$223K	Buy
2023 Q4	$210K	Buy
2023 Q1	–	Sell
2022 Q4	$213K	Buy