Venturi Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $345K | Sell |
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|
2025
Q2 | $545K | Sell |
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|
2025
Q1 | $884K | Buy |
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|
2024
Q4 | $907K | Buy |
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|
2024
Q3 | $670K | Buy |
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|
2024
Q2 | $399K | Buy |
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|
2024
Q1 | $114K | Buy |
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|
2023
Q4 | $110K | Buy |
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|
2023
Q3 | $91.2K | Sell |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $396K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $335K | Sell |
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|
2018
Q4 | $333K | Buy |
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|
2018
Q3 | $312K | Hold |
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|
2018
Q2 | $334K | Hold |
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|
2018
Q1 | $318K | Hold |
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|
2017
Q4 | $284K | Buy |
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