Steward Partners Investment Advisory’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.1K | Sell |
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|
2025
Q1 | $81.5K | Sell |
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|
2024
Q4 | $153K | Buy |
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|
2024
Q3 | $126K | Sell |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | $89.9K | Sell |
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|
2023
Q2 | $114K | Buy |
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|
2023
Q1 | $49.4K | Buy |
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|
2022
Q4 | $48.9K | Buy |
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|
2022
Q3 | $38K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $4K | Buy |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5K | Sell |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $13K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $15K | Buy |
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