Phillips Wealth Planners’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	$225K	Buy	+1,649	New	+$225K	0.2%	168
2025 Q1	–	Sell	-1,655	Closed	-$219K	–	178
2024 Q4	$219K	Sell	1,655 -24	-1%	-$3.18K	0.22%	166
2024 Q3	$207K	Buy	+1,679	New	+$207K	0.2%	186