Vanguard Personalized Indexing Management’s Cullen/Frost Bankers CFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
7,286
+990
| +16% | +$127K | 0.01% | 897 |
|
|
2025
Q1 | $788K | Sell |
6,296
-168
| -3% | -$21K | 0.01% | 906 |
|
|
2024
Q4 | $868K | Buy |
6,464
+133
| +2% | +$17.9K | 0.01% | 836 |
|
|
2024
Q3 | $708K | Buy |
6,331
+43
| +0.7% | +$4.81K | 0.01% | 930 |
|
|
2024
Q2 | $633K | Buy |
6,288
+506
| +9% | +$50.9K | 0.01% | 924 |
|
|
2024
Q1 | $651K | Sell |
5,782
-634
| -10% | -$71.4K | 0.01% | 875 |
|
|
2023
Q4 | $696K | Buy |
6,416
+3,020
| +89% | +$328K | 0.02% | 830 |
|
|
2023
Q3 | $310K | Sell |
3,396
-1,975
| -37% | -$180K | 0.01% | 1112 |
|
|
2023
Q2 | $578K | Sell |
5,371
-754
| -12% | -$81.1K | 0.02% | 833 |
|
|
2023
Q1 | $645K | Buy |
6,125
+35
| +0.6% | +$3.69K | 0.02% | 746 |
|
|
2022
Q4 | $814K | Buy |
6,090
+312
| +5% | +$41.7K | 0.03% | 590 |
|
|
2022
Q3 | $764K | Buy |
5,778
+152
| +3% | +$20.1K | 0.03% | 598 |
|
|
2022
Q2 | $655K | Buy |
5,626
+1,286
| +30% | +$150K | 0.03% | 680 |
|
|
2022
Q1 | $601K | Buy |
4,340
+487
| +13% | +$67.4K | 0.03% | 739 |
|
|
2021
Q4 | $486K | Buy |
+3,853
| New | +$486K | 0.03% | 710 |
|
|
2021
Q3 | – | Sell |
-3,803
| Closed | -$426K | – | 992 |
|
|
2021
Q2 | $426K | Buy |
+3,803
| New | +$426K | 0.04% | 560 |
|