Sanders Morris Harris’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
$321K Hold
2,500
0.08% 95
2025
Q1
$313K Hold
2,500
0.05% 199
2024
Q4
$338K Hold
2,500
0.05% 208
2024
Q3
$280K Hold
2,500
0.05% 222
2024
Q2
$254K Hold
2,500
0.04% 231
2024
Q1
$281K Buy
+2,500
New +$281K 0.05% 216
2023
Q4
Sell
-2,500
Closed -$228K 178
2023
Q3
$228K Hold
2,500
0.05% 221
2023
Q2
$269K Buy
2,500
+500
+25% +$53.8K 0.06% 202
2023
Q1
$211K Hold
2,000
0.07% 121
2022
Q4
$267K Hold
2,000
0.1% 166
2022
Q3
$264K Hold
2,000
0.06% 218
2022
Q2
$233K Hold
2,000
0.05% 239
2022
Q1
$277K Hold
2,000
0.05% 234
2021
Q4
$252K Hold
2,000
0.04% 255
2021
Q3
$237K Hold
2,000
0.04% 263
2021
Q2
$224K Hold
2,000
0.04% 278
2021
Q1
$218K Buy
+2,000
New +$218K 0.05% 260
2017
Q4
Sell
-14,435
Closed -$1.37M 135
2017
Q3
$1.37M Hold
14,435
0.58% 42
2017
Q2
$1.36M Sell
14,435
-181
-1% -$17K 0.55% 33
2017
Q1
$1.3M Buy
14,616
+181
+1% +$16.1K 0.47% 47
2016
Q4
$1.27M Hold
14,435
0.59% 31
2016
Q3
$1.04M Hold
14,435
0.31% 53
2016
Q2
$920K Hold
14,435
0.21% 107
2016
Q1
$796K Buy
+14,435
New +$796K 0.14% 144