Allworth Financial’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $408K | Buy |
6,070
+2,804
| +86% | +$197K | ﹤0.01% | 1039 |
|
|
2025
Q4 | $226K | Buy |
3,266
+1,137
| +53% | +$76.7K | ﹤0.01% | 1287 |
|
|
2025
Q3 | $141K | Buy |
2,129
+792
| +59% | +$54.4K | ﹤0.01% | 1476 |
|
|
2025
Q2 | $93.9K | Buy |
1,337
+1,206
| +921% | +$83.1K | ﹤0.01% | 1578 |
|
|
2025
Q1 | $8.86K | Buy |
131
+69
| +111% | +$5.22K | ﹤0.01% | 2476 |
|
|
2024
Q4 | $4.88K | Buy |
62
+19
| +44% | +$1.47K | ﹤0.01% | 2775 |
|
|
2024
Q3 | $3.1K | Buy |
43
+13
| +43% | +$908 | ﹤0.01% | 2770 |
|
|
2024
Q2 | $2.04K | Buy |
30
+5
| +20% | +$308 | ﹤0.01% | 2913 |
|
|
2024
Q1 | $1.65K | Sell |
25
-2
| -7% | -$128 | ﹤0.01% | 2888 |
|
|
2023
Q4 | $1.83K | Sell |
27
-32
| -54% | -$1.87K | ﹤0.01% | 2710 |
|
|
2023
Q3 | $3.22K | Buy |
59
+52
| +743% | +$3.02K | ﹤0.01% | 2319 |
|
|
2023
Q2 | $396 | Sell |
7
-201
| -97% | -$12K | ﹤0.01% | 2937 |
|
|
2023
Q1 | $12.8K | Buy |
208
+201
| +2,871% | +$14.3K | ﹤0.01% | 1708 |
|
|
2022
Q4 | $509 | Hold |
7
| – | – | ﹤0.01% | 2625 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2986 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2691 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 2306 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1846 |
|
|
2021
Q3 | $0 | Buy |
+7
| New | +$484 | ﹤0.01% | 1952 |
|
|
2020
Q3 | – | Sell |
-86
| Closed | -$5K | – | 1243 |
|
|
2020
Q2 | $5K | Hold |
86
| – | – | ﹤0.01% | 871 |
|
|
2020
Q1 | $4K | Buy |
+86
| New | +$5.6K | ﹤0.01% | 932 |
|
Other funds holding PB
VPM
VCM
