TPB Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $1.11M | Buy |
10,500
+100
| +1% | +$10.5K | 0.6% | 24 |
|
2022
Q4 | $1.39M | Hold |
10,400
| – | – | 0.71% | 25 |
|
2022
Q3 | $1.38M | Sell |
10,400
-200
| -2% | -$26.4K | 0.66% | 24 |
|
2022
Q2 | $1.23M | Hold |
10,600
| – | – | 0.56% | 27 |
|
2022
Q1 | $1.47M | Hold |
10,600
| – | – | 0.55% | 27 |
|
2021
Q4 | $1.34M | Hold |
10,600
| – | – | 0.65% | 28 |
|
2021
Q3 | $1.26M | Hold |
10,600
| – | – | 0.91% | 22 |
|
2021
Q2 | $1.19M | Buy |
+10,600
| New | +$1.19M | 0.77% | 27 |
|