Capital Advisors Ltd’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	$3K	Hold	52	–	–	﹤0.01%	1052
2025 Q4	$4K	Buy	52 +23	+79%	+$1.55K	﹤0.01%	984
2025 Q3	$2K	Hold	29	–	–	﹤0.01%	1083
2025 Q2	$2K	Sell	29 -11	-28%	-$758	﹤0.01%	1088
2025 Q1	$3K	Hold	40	–	–	﹤0.01%	996
2024 Q4	$3K	Hold	40	–	–	﹤0.01%	1018
2024 Q3	$3K	Hold	40	–	–	﹤0.01%	1010
2024 Q2	$2K	Hold	40	–	–	﹤0.01%	1077
2024 Q1	$3K	Sell	40 -1	-2%	-$64	﹤0.01%	989
2023 Q4	$3K	Buy	41 +40	+4,000%	+$2.34K	﹤0.01%	953
2023 Q3	$0	Buy	+1	New	+$58	﹤0.01%	1428
2023 Q1	–	Sell	-5	Closed	–	–	1466
2022 Q4	$0	Sell	5 -12	-71%	-$866	﹤0.01%	1530
2022 Q3	$1K	Buy	+17	New	+$1.21K	﹤0.01%	1086
2022 Q2	–	Sell	-4	Closed	–	–	1234
2022 Q1	$0	Buy	+4	New	+$295	﹤0.01%	1134