Avantax Advisory Services’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
8,285
+731
| +10% | +$51.3K | ﹤0.01% | 1496 |
|
|
2025
Q1 | $539K | Buy |
7,554
+273
| +4% | +$19.5K | ﹤0.01% | 1460 |
|
|
2024
Q4 | $549K | Buy |
7,281
+2,263
| +45% | +$171K | ﹤0.01% | 1383 |
|
|
2024
Q3 | $362K | Sell |
5,018
-390
| -7% | -$28.1K | ﹤0.01% | 1627 |
|
|
2024
Q2 | $331K | Buy |
5,408
+84
| +2% | +$5.14K | ﹤0.01% | 1630 |
|
|
2024
Q1 | $350K | Sell |
5,324
-63
| -1% | -$4.14K | ﹤0.01% | 1219 |
|
|
2023
Q4 | $365K | Hold |
5,387
| – | – | ﹤0.01% | 1137 |
|
|
2023
Q3 | $294K | Buy |
5,387
+1
| +0% | +$55 | ﹤0.01% | 1209 |
|
|
2023
Q2 | $304K | Buy |
5,386
+1
| +0% | +$56 | ﹤0.01% | 1179 |
|
|
2023
Q1 | $331K | Hold |
5,385
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q4 | $391K | Buy |
5,385
+1
| +0% | +$73 | 0.01% | 979 |
|
|
2022
Q3 | $359K | Hold |
5,384
| – | – | 0.01% | 918 |
|
|
2022
Q2 | $368K | Hold |
5,384
| – | – | 0.01% | 915 |
|
|
2022
Q1 | $373K | Buy |
5,384
+96
| +2% | +$6.65K | 0.01% | 903 |
|
|
2021
Q4 | $382K | Hold |
5,288
| – | – | 0.01% | 862 |
|
|
2021
Q3 | $376K | Buy |
+5,288
| New | +$376K | 0.01% | 825 |
|
|
2020
Q4 | – | Sell |
-7,591
| Closed | -$392K | – | 1226 |
|
|
2020
Q3 | $392K | Buy |
+7,591
| New | +$392K | 0.01% | 898 |
|