Legacy Financial Advisors, Inc. Cullen/Frost Bankers, Inc. Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Cullen/Frost Bankers, Inc. stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 8,903 shares of CFR stock, worth $1.21 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

8,903

Previous 8,972 0.77%

Holding current value

$1.21 Million

Previous $911,000 9.22%

% of portfolio

0.19%

Previous 0.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$97.66 - $119.74 $6,738 - $8,262	-69 Reduced 0.77%	8,903 $995,000
Q2 2024 Aug 13, 2024	SELL	$95.03 - $116.84 $29,554 - $36,337	-311 Reduced 3.35%	8,972 $911,000
Q1 2024 May 14, 2024	BUY	$101.21 - $114.03 $44,836 - $50,515	443 Added 5.01%	9,283 $1.04 Million
Q4 2023 Feb 06, 2024	BUY	$83.66 - $110.44 $333,050 - $439,661	3,981 Added 81.93%	8,840 $959,000
Q3 2023 Nov 13, 2023	SELL	$88.62 - $116.39 $2,481 - $3,258	-28 Reduced 0.57%	4,859 $443,000
Q2 2023 Aug 08, 2023	BUY	$93.42 - $113.27 $36,153 - $43,835	387 Added 8.6%	4,887 $525,000
Q1 2023 May 03, 2023	BUY	$97.86 - $137.1 $18,886 - $26,460	193 Added 4.48%	4,500 $474,000
Q4 2022 Feb 06, 2023	BUY	$125.59 - $159.7 $23,485 - $29,863	187 Added 4.54%	4,307 $575,000
Q3 2022 Nov 09, 2022	BUY	$20.45 - $142.16 $4,233 - $29,427	207 Added 5.29%	4,120 $545,000
Q2 2022 Aug 08, 2022	BUY	$114.18 - $145.42 $24,091 - $30,683	211 Added 5.7%	3,913 $456,000
Q1 2022 May 04, 2022	SELL	$128.94 - $145.89 $11,217 - $12,692	-87 Reduced 2.3%	3,702 $512,000
Q4 2021 Feb 04, 2022	BUY	$121.23 - $138.94 $28,125 - $32,234	232 Added 6.52%	3,789 $478,000
Q3 2021 Oct 26, 2021	BUY	$100.82 - $122.41 $12,300 - $14,934	122 Added 3.55%	3,557 $422,000
Q2 2021 Jul 21, 2021	BUY	$107.46 - $124.58 $56,953 - $66,027	530 Added 18.24%	3,435 $385,000
Q1 2021 Apr 28, 2021	BUY	$87.61 - $117.21 $254,507 - $340,495	2,905 New	2,905 $316,000
Q2 2019 Aug 07, 2019	SELL	$90.76 - $104.13 $3,721 - $4,269	-41 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$89.01 - $105.7 $1,513 - $1,796	17 Added 70.83%	41 $4,000
Q4 2017 Feb 09, 2018	BUY	$93.08 - $101.4 $2,233 - $2,433	24	24 $2,000

Others Institutions Holding CFR

# of Institutions

471

Shares Held

53M

Call Options Held

206K

Put Options Held

111K

View Full List

About CULLEN/FROST BANKERS, INC.

Ticker CFR
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 64,128,000
Market Cap $8.72B
Description
Cullen/Frost Bankers, Inc. operates as the bank holding company for Frost Bank that offers commercial and consumer banking services in Texas. It operates in two segments, Banking and Frost Wealth Advisors. The company offers commercial banking services to corporations and other business clients, including financing for industrial and commercial ...

More about CFR

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Legacy Financial Advisors, Inc. Cullen/Frost Bankers, Inc. Transaction History