Creative Planning’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 | $544K | Buy |
7,750
+3,578
| +86% | +$251K | ﹤0.01% | 2389 |
|
|
2025
Q1 | $298K | Sell |
4,172
-203
| -5% | -$14.5K | ﹤0.01% | 2752 |
|
|
2024
Q4 | $330K | Buy |
4,375
+466
| +12% | +$35.1K | ﹤0.01% | 2570 |
|
|
2024
Q3 | $282K | Buy |
3,909
+574
| +17% | +$41.4K | ﹤0.01% | 2566 |
|
|
2024
Q2 | $204K | Buy |
+3,335
| New | +$204K | ﹤0.01% | 2649 |
|
|
2020
Q3 | – | Sell |
-6,203
| Closed | -$368K | – | 1998 |
|
|
2020
Q2 | $368K | Sell |
6,203
-74
| -1% | -$4.39K | ﹤0.01% | 1178 |
|
|
2020
Q1 | $303K | Sell |
6,277
-2,929
| -32% | -$141K | ﹤0.01% | 1167 |
|
|
2019
Q4 | $662K | Buy |
+9,206
| New | +$662K | ﹤0.01% | 966 |
|
|
2017
Q3 | – | Sell |
-551
| Closed | -$35K | – | 3076 |
|
|
2017
Q2 | $35K | Hold |
551
| – | – | ﹤0.01% | 2772 |
|
|
2017
Q1 | $38K | Hold |
551
| – | – | ﹤0.01% | 2650 |
|
|
2016
Q4 | $40K | Hold |
551
| – | – | ﹤0.01% | 2551 |
|
|
2016
Q3 | $30K | Buy |
551
+51
| +10% | +$2.78K | ﹤0.01% | 2712 |
|
|
2016
Q2 | $25K | Hold |
500
| – | – | ﹤0.01% | 2615 |
|
|
2016
Q1 | $23K | Hold |
500
| – | – | ﹤0.01% | 2638 |
|
|
2015
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 2678 |
|
|
2015
Q3 | $25K | Buy |
+500
| New | +$25K | ﹤0.01% | 2542 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$26K | – | 2320 |
|
|
2015
Q1 | $26K | Hold |
500
| – | – | ﹤0.01% | 2495 |
|
|
2014
Q4 | $28K | Hold |
500
| – | – | ﹤0.01% | 2384 |
|
|
2014
Q3 | $29K | Sell |
500
-50
| -9% | -$2.9K | ﹤0.01% | 2257 |
|
|
2014
Q2 | $34K | Buy |
550
+50
| +10% | +$3.09K | ﹤0.01% | 2116 |
|
|
2014
Q1 | $33K | Hold |
500
| – | – | ﹤0.01% | 2061 |
|
|
2013
Q4 | $32K | Hold |
500
| – | – | ﹤0.01% | 1907 |
|
|
2013
Q3 | $31K | Hold |
500
| – | – | ﹤0.01% | 1830 |
|
|
2013
Q2 | $26K | Buy |
+500
| New | +$26K | ﹤0.01% | 1769 |
|