Rise 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
2025
Q2
$17.4K Buy
136
+1
+0.7% +$128 0.01% 618
2025
Q1
$16.9K Sell
135
-75
-36% -$9.36K 0.01% 611
2024
Q4
$28.2K Buy
210
+1
+0.5% +$134 0.01% 432
2024
Q3
$23.3K Buy
209
+2
+1% +$223 0.01% 580
2024
Q2
$21K Buy
207
+2
+1% +$203 0.01% 607
2024
Q1
$23K Buy
+205
New +$23K 0.01% 550