CFM Wealth Partners’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$1.04K | 0.09% | 100 |
|
|
2024
Q1 | $532K | Sell |
8,087
-558
| -6% | -$36.7K | 0.11% | 104 |
|
|
2023
Q4 | $586K | Sell |
8,645
-407
| -4% | -$27.6K | 0.13% | 98 |
|
|
2023
Q3 | $494K | Sell |
9,052
-211
| -2% | -$11.5K | 0.13% | 100 |
|
|
2023
Q2 | $523K | Sell |
9,263
-127
| -1% | -$7.17K | 0.13% | 111 |
|
|
2023
Q1 | $578K | Hold |
9,390
| – | – | 0.16% | 97 |
|
|
2022
Q4 | $682K | Hold |
9,390
| – | – | 0.2% | 89 |
|
|
2022
Q3 | $626K | Sell |
9,390
-263
| -3% | -$17.5K | 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% | +$61.5K | 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% | -$6.35K | 0.2% | 83 |
|
|
2020
Q1 | $430K | Hold |
8,903
| – | – | 0.2% | 81 |
|
|
2019
Q4 | $631K | Buy |
+8,903
| New | +$631K | 0.23% | 77 |
|