CFM Wealth Partners’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $535K | Hold |
|
|||||
|
2025
Q2 | $567K | Hold |
|
|||||
|
2025
Q1 | $576K | Hold |
|
|||||
|
2024
Q4 | $608K | Hold |
|
|||||
|
2024
Q3 | $582K | Hold |
|
|||||
|
2024
Q2 | $493K | Sell |
|
|||||
|
2024
Q1 | $532K | Sell |
|
|||||
|
2023
Q4 | $586K | Sell |
|
|||||
|
2023
Q3 | $494K | Sell |
|
|||||
|
2023
Q2 | $523K | Sell |
|
|||||
|
2023
Q1 | $578K | Hold |
|
|||||
|
2022
Q4 | $682K | Hold |
|
|||||
|
2022
Q3 | $626K | Sell |
|
|||||
|
2022
Q2 | $659K | Hold |
|
|||||
|
2022
Q1 | $670K | Hold |
|
|||||
|
2021
Q4 | $701K | Hold |
|
|||||
|
2021
Q3 | $686K | Hold |
|
|||||
|
2021
Q2 | $693K | Buy |
|
|||||
|
2021
Q1 | $659K | Hold |
|
|||||
|
2020
Q4 | $610K | Hold |
|
|||||
|
2020
Q3 | $455K | Hold |
|
|||||
|
2020
Q2 | $522K | Sell |
|
|||||
|
2020
Q1 | $430K | Hold |
|
|||||
|
2019
Q4 | $631K | Buy |
|