Wealth Plan Partners, LLC Cullen/Frost Bankers, Inc. Transaction History

Wealth Plan Partners, LLC

  • $552 Million
  • Q2 2025

A detailed history of Wealth Plan Partners, LLC transactions in Cullen/Frost Bankers, Inc. stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 25,853 shares of CFR stock, worth $3.29 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
25,853
Previous 35,657 27.5%
Holding current value
$3.29 Million
Previous $4.46 Billion 99.93%
% of portfolio
0.6%
Previous 0.63%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$105.8 - $131.55 $1.04 Million - $1.29 Million
-9,804 Reduced 27.5%
25,853 $3.32 Million
Q1 2025

May 09, 2025
SELL
$119.87 - $145.05 $38,358 - $46,416
-320 Reduced 0.89%
35,657 $4.46 Billion
Q4 2024

Jan 30, 2025
SELL
$107.98 - $143.92 $331,390 - $441,690
-3,069 Reduced 7.86%
35,977 $4.83 Billion
Q3 2024

Nov 05, 2024
SELL
$97.66 - $119.74 $77,932 - $95,552
-798 Reduced 2.0%
39,046 $4.37 Billion
Q2 2024

Aug 09, 2024
SELL
$95.03 - $116.84 $350,850 - $431,373
-3,692 Reduced 8.48%
39,844 $4.05 Billion
Q1 2024

May 07, 2024
SELL
$101.21 - $114.03 $1.56 Million - $1.76 Million
-15,429 Reduced 26.17%
43,536 $4.9 Billion
Q4 2023

Jan 05, 2024
SELL
$83.66 - $110.44 $35,388 - $46,716
-423 Reduced 0.71%
58,965 $6.4 Billion
Q3 2023

Nov 01, 2023
BUY
$88.62 - $116.39 $2.63 Million - $3.46 Million
29,728 Added 100.23%
59,388 $5.42 Billion
Q2 2023

Jul 31, 2023
SELL
$93.42 - $113.27 $2.31 Million - $2.8 Million
-24,722 Reduced 45.46%
29,660 $3.19 Billion
Q1 2023

May 10, 2023
SELL
$97.86 - $137.1 $6.17 Million - $8.65 Million
-63,083 Reduced 53.7%
54,382 $5.73 Billion
Q4 2022

Feb 16, 2023
BUY
$125.59 - $159.7 $4.04 Million - $5.14 Million
32,193 Added 37.75%
117,465 $15.3 Billion
Q1 2022

May 03, 2022
SELL
$128.94 - $145.89 $6.06 Million - $6.86 Million
-47,031 Reduced 35.55%
85,272 $11.3 Million
Q4 2021

Feb 01, 2022
BUY
$121.23 - $138.94 $509,044 - $583,409
4,199 Added 3.28%
132,303 $18.7 Million
Q3 2021

Dec 09, 2021
SELL
$100.82 - $122.41 $831,361 - $1.01 Million
-8,246 Reduced 6.05%
128,104 $15.2 Million
Q2 2021

Aug 19, 2021
BUY
$107.46 - $124.58 $899,762 - $1.04 Million
8,373 Added 6.54%
136,350 $16.1 Million
Q1 2021

May 11, 2021
BUY
$87.61 - $117.21 $206,496 - $276,263
2,357 Added 1.88%
127,977 $15.9 Million
Q4 2020

Feb 09, 2021
BUY
$63.75 - $89.69 $386,261 - $543,431
6,059 Added 5.07%
125,620 $12.1 Million
Q3 2020

Dec 18, 2020
BUY
$62.22 - $76.67 $745,520 - $918,659
11,982 Added 11.14%
119,561 $9.39 Million
Q2 2020

Aug 19, 2020
BUY
$53.37 - $86.19 $114,051 - $184,188
2,137 Added 2.03%
107,579 $8.11 Million
Q1 2020

May 15, 2020
BUY
$49.22 - $97.85 $1.41 Million - $2.8 Million
28,619 Added 37.25%
105,442 $6.66 Million
Q4 2019

Feb 14, 2020
BUY
$82.24 - $99.05 $531,352 - $639,962
6,461 Added 9.18%
76,823 $7.17 Million
Q3 2019

Nov 15, 2019
BUY
$80.32 - $95.84 $370,998 - $442,684
4,619 Added 7.03%
70,362 $6.55 Million
Q2 2019

Aug 19, 2019
BUY
$90.76 - $104.13 $561,985 - $644,772
6,192 Added 10.4%
65,743 $5.72 Million
Q1 2019

May 16, 2019
BUY
$89.01 - $105.7 $338,059 - $401,448
3,798 Added 6.81%
59,551 $5.77 Million
Q4 2018

Feb 20, 2019
BUY
$82.72 - $107.01 $2.37 Million - $3.07 Million
28,677 Added 105.91%
55,753 $5.73 Million
Q3 2018

Nov 21, 2018
BUY
$104.36 - $115.95 $235,749 - $261,931
2,259 Added 9.1%
27,076 $2.66 Million
Q2 2018

Aug 16, 2018
BUY
$103.06 - $120.77 $511,280 - $599,139
4,961 Added 24.98%
24,817 $2.69 Million
Q1 2018

May 16, 2018
BUY
$94.76 - $110.67 $1.88 Million - $2.2 Million
19,856 New
19,856 $2.11 Million

Others Institutions Holding CFR

# of Institutions
518
Shares Held
53.1M
Call Options Held
157K
Put Options Held
45.9K
View Full List

About CULLEN/FROST BANKERS, INC.

CFR Quotes by TradingView
  • Ticker CFR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 64,128,000
  • Market Cap $8.17B
  • 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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