Smith Salley Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-30,008
| Closed | -$2.65M | – | 175 |
|
|
2016
Q4 | $2.65M | Buy |
30,008
+965
| +3% | +$85.2K | 0.55% | 64 |
|
|
2016
Q3 | $2.09M | Buy |
29,043
+4,162
| +17% | +$299K | 0.46% | 72 |
|
|
2016
Q2 | $1.59M | Sell |
24,881
-13,870
| -36% | -$884K | 0.37% | 81 |
|
|
2016
Q1 | $2.14M | Sell |
38,751
-155
| -0.4% | -$8.54K | 0.54% | 61 |
|
|
2015
Q4 | $2.34M | Buy |
38,906
+16,885
| +77% | +$1.01M | 0.58% | 58 |
|
|
2015
Q3 | $1.4M | Buy |
+22,021
| New | +$1.4M | 0.38% | 80 |
|