Corient Private Wealth’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
$2.2M Sell
31,207
-17,260
-36% -$1.22M ﹤0.01% 1073
2025
Q1
$3.46M Sell
48,467
-8,039
-14% -$575K 0.01% 792
2024
Q4
$4.26M Buy
56,506
+8,082
+17% +$610K 0.01% 748
2024
Q3
$3.49M Sell
48,424
-10,594
-18% -$764K 0.01% 845
2024
Q2
$3.61M Sell
59,018
-7,836
-12% -$480K 0.01% 802
2024
Q1
$4.4M Buy
66,854
+17,322
+35% +$1.14M 0.01% 738
2023
Q4
$3.36M Sell
49,532
-27,643
-36% -$1.88M 0.01% 812
2023
Q3
$4.22M Sell
77,175
-1,106
-1% -$60.4K 0.01% 671
2023
Q2
$4.43M Buy
78,281
+69,706
+813% +$3.94M 0.01% 661
2023
Q1
$532K Buy
+8,575
New +$532K ﹤0.01% 1347