Steward Partners Investment Advisory’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 | $81.1K | Sell |
631
-20
| -3% | -$2.57K | ﹤0.01% | 2230 |
|
2025
Q1 | $81.5K | Sell |
651
-492
| -43% | -$61.6K | ﹤0.01% | 2133 |
|
2024
Q4 | $153K | Buy |
1,143
+21
| +2% | +$2.82K | ﹤0.01% | 1761 |
|
2024
Q3 | $126K | Sell |
1,122
-1,000
| -47% | -$112K | ﹤0.01% | 1766 |
|
2024
Q2 | $216K | Sell |
2,122
-304
| -13% | -$30.9K | ﹤0.01% | 1410 |
|
2024
Q1 | $273K | Sell |
2,426
-1,560
| -39% | -$176K | ﹤0.01% | 1303 |
|
2023
Q4 | $432K | Buy |
3,986
+3,000
| +304% | +$325K | 0.01% | 1055 |
|
2023
Q3 | $89.9K | Sell |
986
-75
| -7% | -$6.84K | ﹤0.01% | 1632 |
|
2023
Q2 | $114K | Buy |
1,061
+592
| +126% | +$63.7K | ﹤0.01% | 1524 |
|
2023
Q1 | $49.4K | Buy |
469
+103
| +28% | +$10.9K | ﹤0.01% | 1870 |
|
2022
Q4 | $48.9K | Buy |
366
+77
| +27% | +$10.3K | ﹤0.01% | 1847 |
|
2022
Q3 | $38K | Buy |
+289
| New | +$38K | ﹤0.01% | 1919 |
|
2022
Q2 | – | Sell |
-34
| Closed | -$5K | – | 3255 |
|
2022
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 2870 |
|
2021
Q4 | $4K | Buy |
34
+1
| +3% | +$118 | ﹤0.01% | 2870 |
|
2021
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 2848 |
|
2021
Q2 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 6673 |
|
2020
Q1 | – | Sell |
-53
| Closed | -$5K | – | 2509 |
|
2019
Q4 | $5K | Sell |
53
-86
| -62% | -$8.11K | ﹤0.01% | 2224 |
|
2019
Q3 | $12K | Hold |
139
| – | – | ﹤0.01% | 1900 |
|
2019
Q2 | $13K | Buy |
+139
| New | +$13K | ﹤0.01% | 1864 |
|
2018
Q4 | – | Sell |
-139
| Closed | -$15K | – | 971 |
|
2018
Q3 | $15K | Buy |
+139
| New | +$15K | ﹤0.01% | 1683 |
|