Symphony Financial’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 | $464K | Buy |
+3,694
| New | +$464K | 0.06% | 160 |
|
|
2025
Q1 | – | Sell |
-3,436
| Closed | -$490K | – | 120 |
|
|
2024
Q4 | $490K | Buy |
3,436
+1
| +0% | +$143 | 0.08% | 138 |
|
|
2024
Q3 | $382K | Hold |
3,435
| – | – | 0.06% | 157 |
|
|
2024
Q2 | $341K | Buy |
3,435
+1
| +0% | +$99 | 0.06% | 155 |
|
|
2024
Q1 | $387K | Buy |
3,434
+1
| +0% | +$113 | 0.09% | 133 |
|
|
2023
Q4 | $353K | Buy |
3,433
+1
| +0% | +$103 | 0.08% | 157 |
|
|
2023
Q3 | $307K | Hold |
3,432
| – | – | 0.08% | 128 |
|
|
2023
Q2 | $371K | Buy |
+3,432
| New | +$371K | 0.09% | 138 |
|
|
2023
Q1 | – | Sell |
-6,413
| Closed | -$840K | – | 203 |
|
|
2022
Q4 | $840K | Buy |
6,413
+20
| +0.3% | +$2.62K | 0.22% | 85 |
|
|
2022
Q3 | $855K | Buy |
6,393
+1
| +0% | +$134 | 0.28% | 82 |
|
|
2022
Q2 | $752K | Hold |
6,392
| – | – | 0.22% | 91 |
|
|
2022
Q1 | $890K | Sell |
6,392
-86
| -1% | -$12K | 0.21% | 92 |
|
|
2021
Q4 | $835K | Hold |
6,478
| – | – | 0.23% | 78 |
|
|
2021
Q3 | $784K | Buy |
6,478
+1
| +0% | +$121 | 0.27% | 63 |
|
|
2021
Q2 | $723K | Hold |
6,477
| – | – | 0.25% | 69 |
|
|
2021
Q1 | $707K | Buy |
6,477
+1
| +0% | +$109 | 0.19% | 81 |
|
|
2020
Q4 | $567K | Hold |
6,476
| – | – | 0.2% | 83 |
|
|
2020
Q3 | $414K | Buy |
6,476
+1
| +0% | +$64 | 0.17% | 88 |
|
|
2020
Q2 | $484K | Sell |
6,475
-4,959
| -43% | -$371K | 0.23% | 80 |
|
|
2020
Q1 | $644K | Buy |
+11,434
| New | +$644K | 0.44% | 43 |
|