Tanglewood Legacy Advisors’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 | $489K | Hold |
3,802
| – | – | 0.2% | 64 |
|
|
2025
Q1 | $476K | Hold |
3,802
| – | – | 0.21% | 63 |
|
|
2024
Q4 | $510K | Hold |
3,802
| – | – | 0.22% | 60 |
|
|
2024
Q3 | $425K | Hold |
3,802
| – | – | 0.19% | 62 |
|
|
2024
Q2 | $386K | Hold |
3,802
| – | – | 0.18% | 62 |
|
|
2024
Q1 | $428K | Hold |
3,802
| – | – | 0.21% | 59 |
|
|
2023
Q4 | $412K | Hold |
3,802
| – | – | 0.23% | 59 |
|
|
2023
Q3 | $347K | Hold |
3,802
| – | – | 0.21% | 60 |
|
|
2023
Q2 | $409K | Buy |
3,802
+884
| +30% | +$95.1K | 0.24% | 56 |
|
|
2023
Q1 | $307K | Hold |
2,918
| – | – | 0.2% | 57 |
|
|
2022
Q4 | $390K | Buy |
+2,918
| New | +$390K | 0.28% | 40 |
|