Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-200
| Closed | -$22K | – | 668 |
|
|
2021
Q1 | $22K | Hold |
200
| – | – | ﹤0.01% | 1074 |
|
|
2020
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 1036 |
|
|
2020
Q3 | $13K | Sell |
200
-45
| -18% | -$2.93K | ﹤0.01% | 980 |
|
|
2020
Q2 | $18K | Buy |
245
+45
| +23% | +$3.31K | ﹤0.01% | 1031 |
|
|
2020
Q1 | $14K | Sell |
200
-500
| -71% | -$35K | ﹤0.01% | 937 |
|
|
2019
Q4 | $68K | Buy |
700
+500
| +250% | +$48.6K | 0.01% | 542 |
|
|
2019
Q3 | $18K | Hold |
200
| – | – | ﹤0.01% | 859 |
|
|
2019
Q2 | $19K | Sell |
200
-10
| -5% | -$950 | ﹤0.01% | 852 |
|
|
2019
Q1 | $20K | Hold |
210
| – | – | ﹤0.01% | 778 |
|
|
2018
Q4 | $18K | Hold |
210
| – | – | ﹤0.01% | 724 |
|
|
2018
Q3 | $21K | Buy |
210
+10
| +5% | +$1K | ﹤0.01% | 743 |
|
|
2018
Q2 | $22K | Hold |
200
| – | – | ﹤0.01% | 728 |
|
|
2018
Q1 | $21K | Hold |
200
| – | – | ﹤0.01% | 693 |
|
|
2017
Q4 | $19K | Buy |
+200
| New | +$19K | ﹤0.01% | 680 |
|