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