Schulz Wealth’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 | $255K | Hold |
1,985
| – | – | 0.19% | 57 |
|
|
2025
Q1 | $249K | Buy |
1,985
+9
| +0.5% | +$1.13K | 0.19% | 55 |
|
|
2024
Q4 | $265K | Hold |
1,976
| – | – | 0.2% | 52 |
|
|
2024
Q3 | $221K | Hold |
1,976
| – | – | 0.17% | 55 |
|
|
2024
Q2 | $201K | Hold |
1,976
| – | – | 0.17% | 57 |
|
|
2024
Q1 | $222K | Hold |
1,976
| – | – | 0.19% | 53 |
|
|
2023
Q4 | $214K | Buy |
+1,976
| New | +$214K | 0.21% | 51 |
|