WealthPlan Investment Management’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 | $8.11M | Buy |
63,071
+7,911
| +14% | +$1.02M | 0.59% | 62 |
|
|
2025
Q1 | $6.91M | Sell |
55,160
-1,329
| -2% | -$166K | 0.68% | 58 |
|
|
2024
Q4 | $7.58M | Buy |
56,489
+1,762
| +3% | +$237K | 0.75% | 48 |
|
|
2024
Q3 | $6.12M | Sell |
54,727
-2,309
| -4% | -$258K | 0.62% | 62 |
|
|
2024
Q2 | $5.8M | Sell |
57,036
-1,483
| -3% | -$151K | 0.88% | 47 |
|
|
2024
Q1 | $6.59M | Buy |
58,519
+4,341
| +8% | +$489K | 1.01% | 42 |
|
|
2023
Q4 | $5.88M | Sell |
54,178
-22,875
| -30% | -$2.48M | 0.94% | 46 |
|
|
2023
Q3 | $7.03M | Buy |
77,053
+39,892
| +107% | +$3.64M | 1.24% | 33 |
|
|
2023
Q2 | $4M | Sell |
37,161
-33,872
| -48% | -$3.64M | 1.19% | 37 |
|
|
2023
Q1 | $7.48M | Sell |
71,033
-43,371
| -38% | -$4.57M | 1.29% | 32 |
|
|
2022
Q4 | $15.1M | Buy |
114,404
+29,455
| +35% | +$3.88M | 1.05% | 33 |
|
|
2022
Q3 | $11.7M | Buy |
+84,949
| New | +$11.7M | 0.85% | 44 |
|
|
2022
Q1 | $11.3M | Buy |
+85,272
| New | +$11.3M | 0.78% | 48 |
|