Belpointe Asset Management’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	$222K	Sell	3,302 -163	-5%	-$11.4K	0.01%	974
2025 Q4	$240K	Sell	3,465 -156	-4%	-$10.5K	0.01%	903
2025 Q3	$240K	Buy	3,621 +176	+5%	+$12.1K	0.01%	864
2025 Q2	$242K	Buy	3,445 +348	+11%	+$24K	0.01%	816
2025 Q1	$221K	Sell	3,097 -126	-4%	-$9.54K	0.01%	832
2024 Q4	$237K	Buy	3,223 +4	+0.1%	+$309	0.01%	745
2024 Q3	$232K	Buy	+3,219	New	+$225K	0.01%	752
2023 Q2	–	Sell	-2,619	Closed	-$161K	–	2501
2023 Q1	$161K	Buy	2,619 +865	+49%	+$61.6K	0.01%	1042
2022 Q4	$127K	Buy	1,754 +238	+16%	+$17.2K	0.01%	1113
2022 Q3	$101K	Buy	+1,516	New	+$108K	0.01%	1150
2022 Q2	–	Sell	-1,626	Closed	-$113K	–	1225
2022 Q1	$113K	Buy	+1,626	New	+$120K	0.01%	1160