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
2026 Q1	$441K	Sell	6,571 -1,499	-19%	-$105K	0.07%	111
2025 Q4	$558K	Hold	8,070	–	–	0.08%	96
2025 Q3	$535K	Hold	8,070	–	–	0.08%	97
2025 Q2	$567K	Hold	8,070	–	–	0.09%	90
2025 Q1	$576K	Hold	8,070	–	–	0.1%	94
2024 Q4	$608K	Hold	8,070	–	–	0.1%	89
2024 Q3	$582K	Hold	8,070	–	–	0.1%	97
2024 Q2	$493K	Sell	8,070 -17	-0.2%	-$1.05K	0.09%	100
2024 Q1	$532K	Sell	8,087 -558	-6%	-$35.6K	0.11%	104
2023 Q4	$586K	Sell	8,645 -407	-4%	-$23.8K	0.13%	98
2023 Q3	$494K	Sell	9,052 -211	-2%	-$12.2K	0.13%	100
2023 Q2	$523K	Sell	9,263 -127	-1%	-$7.58K	0.13%	111
2023 Q1	$578K	Hold	9,390	–	–	0.16%	98
2022 Q4	$682K	Hold	9,390	–	–	0.2%	89
2022 Q3	$626K	Sell	9,390 -263	-3%	-$18.8K	0.2%	90
2022 Q2	$659K	Hold	9,653	–	–	0.2%	93
2022 Q1	$670K	Hold	9,653	–	–	0.16%	96
2021 Q4	$701K	Hold	9,653	–	–	0.16%	100
2021 Q3	$686K	Hold	9,653	–	–	0.17%	95
2021 Q2	$693K	Buy	9,653 +857	+10%	+$64K	0.18%	87
2021 Q1	$659K	Hold	8,796	–	–	0.2%	87
2020 Q4	$610K	Hold	8,796	–	–	0.19%	81
2020 Q3	$455K	Hold	8,796	–	–	0.17%	89
2020 Q2	$522K	Sell	8,796 -107	-1%	-$6.17K	0.2%	83
2020 Q1	$430K	Hold	8,903	–	–	0.2%	81
2019 Q4	$631K	Buy	+8,903	New	+$629K	0.23%	77