WealthPLAN Partners’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 | $3.32M | Sell |
25,853
-9,804
| -27% | -$1.26M | 0.53% | 50 |
|
|
2025
Q1 | $4.46M | Sell |
35,657
-320
| -0.9% | -$40.1K | 0.63% | 49 |
|
|
2024
Q4 | $4.83M | Sell |
35,977
-3,069
| -8% | -$412K | 0.69% | 41 |
|
|
2024
Q3 | $4.37M | Sell |
39,046
-798
| -2% | -$89.3K | 0.59% | 57 |
|
|
2024
Q2 | $4.05M | Sell |
39,844
-3,692
| -8% | -$375K | 0.43% | 67 |
|
|
2024
Q1 | $4.9M | Sell |
43,536
-15,429
| -26% | -$1.74M | 0.51% | 62 |
|
|
2023
Q4 | $6.4M | Sell |
58,965
-423
| -0.7% | -$45.9K | 0.66% | 46 |
|
|
2023
Q3 | $5.42M | Buy |
59,388
+29,728
| +100% | +$2.71M | 0.63% | 50 |
|
|
2023
Q2 | $3.19M | Sell |
29,660
-24,722
| -45% | -$2.66M | 0.45% | 59 |
|
|
2023
Q1 | $5.73M | Sell |
54,382
-63,083
| -54% | -$6.65M | 0.65% | 47 |
|
|
2022
Q4 | $15.3M | Buy |
+117,465
| New | +$15.3M | 1.07% | 31 |
|
|
2022
Q1 | $11.3M | Sell |
85,272
-47,031
| -36% | -$6.22M | 0.78% | 48 |
|
|
2021
Q4 | $18.7M | Buy |
132,303
+4,199
| +3% | +$592K | 1.23% | 16 |
|
|
2021
Q3 | $16.6M | Sell |
128,104
-8,246
| -6% | -$1.07M | 1.1% | 20 |
|
|
2021
Q2 | $16.1M | Buy |
136,350
+8,373
| +7% | +$986K | 1.13% | 21 |
|
|
2021
Q1 | $15.9M | Buy |
127,977
+2,357
| +2% | +$292K | 1.23% | 19 |
|
|
2020
Q4 | $12.1M | Buy |
125,620
+6,059
| +5% | +$585K | 1.03% | 27 |
|
|
2020
Q3 | $9.39M | Buy |
119,561
+11,982
| +11% | +$941K | 0.92% | 31 |
|
|
2020
Q2 | $8.11M | Buy |
107,579
+2,137
| +2% | +$161K | 0.84% | 35 |
|
|
2020
Q1 | $6.66M | Buy |
105,442
+28,619
| +37% | +$1.81M | 0.86% | 33 |
|
|
2019
Q4 | $7.17M | Buy |
76,823
+6,461
| +9% | +$603K | 0.85% | 35 |
|
|
2019
Q3 | $6.55M | Buy |
70,362
+4,619
| +7% | +$430K | 0.9% | 32 |
|
|
2019
Q2 | $5.72M | Buy |
65,743
+6,192
| +10% | +$539K | 0.86% | 34 |
|
|
2019
Q1 | $5.77M | Buy |
59,551
+3,798
| +7% | +$368K | 0.9% | 31 |
|
|
2018
Q4 | $5.73M | Buy |
55,753
+28,677
| +106% | +$2.94M | 0.92% | 30 |
|
|
2018
Q3 | $2.66M | Buy |
27,076
+2,259
| +9% | +$222K | 0.49% | 58 |
|
|
2018
Q2 | $2.69M | Buy |
24,817
+4,961
| +25% | +$537K | 0.55% | 55 |
|
|
2018
Q1 | $2.11M | Buy |
19,856
+5,491
| +38% | +$582K | 0.46% | 64 |
|
|
2017
Q4 | $1.36M | Buy |
+14,365
| New | +$1.36M | 0.36% | 75 |
|