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SOA Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History

SOA Wealth Advisors’s Portfolio CFR Stock Details CFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-37
Closed -$5K – 835
2022
Q1 		$5K Hold
37
– – ﹤0.01% 680
2021
Q4 		$4K Hold
37
– – ﹤0.01% 686
2021
Q3 		$4K Buy
+37
New +$4K ﹤0.01% 703