Belpointe Asset Management’s Prosperity Bancshares PB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
3,445
+348
+11% +$24.4K 0.01% 816
2025
Q1
$221K Sell
3,097
-126
-4% -$8.99K 0.01% 832
2024
Q4
$237K Buy
3,223
+4
+0.1% +$294 0.01% 745
2024
Q3
$232K Buy
+3,219
New +$232K 0.01% 752
2023
Q2
Sell
-2,619
Closed -$161K 2501
2023
Q1
$161K Buy
2,619
+865
+49% +$53.2K 0.01% 1042
2022
Q4
$127K Buy
1,754
+238
+16% +$17.3K 0.01% 1113
2022
Q3
$101K Buy
+1,516
New +$101K 0.01% 1150
2022
Q2
Sell
-1,626
Closed -$113K 1225
2022
Q1
$113K Buy
+1,626
New +$113K 0.01% 1160