True Wealth Design’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 | $28K | Hold |
218
| – | – | 0.01% | 312 |
|
|
2025
Q1 | $27.3K | Buy |
218
+13
| +6% | +$1.63K | 0.01% | 289 |
|
|
2024
Q4 | $27.5K | Hold |
205
| – | – | 0.01% | 276 |
|
|
2024
Q3 | $22.9K | Buy |
+205
| New | +$22.9K | 0.01% | 308 |
|
|
2023
Q2 | – | Sell |
-8
| Closed | -$843 | – | 803 |
|
|
2023
Q1 | $843 | Buy |
+8
| New | +$843 | ﹤0.01% | 430 |
|