Roehl & Yi Investment Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Roehl & Yi Investment Advisors’s Portfolio CFR Stock Details CFR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$988K	Sell
2025 Q4	$917K	Sell
2025 Q3	$922K	Sell
2025 Q2	$973K	Hold
2025 Q1	$947K	Sell
2024 Q4	$1.03M	Buy