Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-50
| Closed | -$4K | – | 766 |
|
|
2019
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 708 |
|
|
2019
Q2 | $5K | Sell |
50
-6
| -11% | -$600 | ﹤0.01% | 638 |
|
|
2019
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 630 |
|
|
2018
Q4 | $5K | Hold |
56
| – | – | ﹤0.01% | 588 |
|
|
2018
Q3 | $6K | Buy |
56
+14
| +33% | +$1.5K | ﹤0.01% | 563 |
|
|
2018
Q2 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 625 |
|
|
2017
Q2 | – | Sell |
-250
| Closed | -$22K | – | 843 |
|
|
2017
Q1 | $22K | Hold |
250
| – | – | 0.01% | 460 |
|
|
2016
Q4 | $22K | Hold |
250
| – | – | 0.01% | 466 |
|
|
2016
Q3 | $18K | Hold |
250
| – | – | 0.01% | 504 |
|
|
2016
Q2 | $16K | Hold |
250
| – | – | 0.01% | 458 |
|
|
2016
Q1 | $14K | Hold |
250
| – | – | 0.01% | 430 |
|
|
2015
Q4 | $15K | Hold |
250
| – | – | 0.01% | 497 |
|
|
2015
Q3 | $16K | Hold |
250
| – | – | 0.01% | 409 |
|
|
2015
Q2 | $20K | Hold |
250
| – | – | 0.01% | 416 |
|
|
2015
Q1 | $17K | Hold |
250
| – | – | 0.01% | 429 |
|
|
2014
Q4 | $18K | Buy |
+250
| New | +$18K | 0.01% | 415 |
|