Wealthspire Advisors (Maryland)’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-327
| Closed | -$32K | – | 740 |
|
|
2019
Q1 | $32K | Sell |
327
-57
| -15% | -$5.58K | ﹤0.01% | 1076 |
|
|
2018
Q4 | $34K | Sell |
384
-21
| -5% | -$1.86K | ﹤0.01% | 1004 |
|
|
2018
Q3 | $42K | Sell |
405
-52
| -11% | -$5.39K | ﹤0.01% | 1023 |
|
|
2018
Q2 | $49K | Buy |
457
+72
| +19% | +$7.72K | ﹤0.01% | 981 |
|
|
2018
Q1 | $41K | Buy |
385
+13
| +3% | +$1.38K | ﹤0.01% | 1058 |
|
|
2017
Q4 | $35K | Buy |
372
+27
| +8% | +$2.54K | ﹤0.01% | 1142 |
|
|
2017
Q3 | $33K | Buy |
345
+71
| +26% | +$6.79K | ﹤0.01% | 1113 |
|
|
2017
Q2 | $26K | Buy |
274
+14
| +5% | +$1.33K | ﹤0.01% | 1163 |
|
|
2017
Q1 | $23K | Buy |
260
+19
| +8% | +$1.68K | ﹤0.01% | 1034 |
|
|
2016
Q4 | $21K | Sell |
241
-40
| -14% | -$3.49K | ﹤0.01% | 1003 |
|
|
2016
Q3 | $20K | Buy |
281
+68
| +32% | +$4.84K | ﹤0.01% | 1051 |
|
|
2016
Q2 | $14K | Buy |
213
+37
| +21% | +$2.43K | ﹤0.01% | 1108 |
|
|
2016
Q1 | $10K | Sell |
176
-7
| -4% | -$398 | ﹤0.01% | 1179 |
|
|
2015
Q4 | $11K | Buy |
+183
| New | +$11K | ﹤0.01% | 1164 |
|