Creative Planning’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 | $11.3M | Buy |
168,516
+38,027
| +29% | +$2.67M | 0.01% | 640 |
|
|
2025
Q4 | $9.02M | Buy |
130,489
+88,868
| +214% | +$6M | 0.01% | 664 |
|
|
2025
Q3 | $2.76M | Buy |
41,621
+33,871
| +437% | +$2.33M | ﹤0.01% | 1288 |
|
|
2025
Q2 | $544K | Buy |
7,750
+3,578
| +86% | +$246K | ﹤0.01% | 2396 |
|
|
2025
Q1 | $298K | Sell |
4,172
-203
| -5% | -$15.4K | ﹤0.01% | 2759 |
|
|
2024
Q4 | $330K | Buy |
4,375
+466
| +12% | +$36K | ﹤0.01% | 2578 |
|
|
2024
Q3 | $282K | Buy |
3,909
+574
| +17% | +$40.1K | ﹤0.01% | 2566 |
|
|
2024
Q2 | $204K | Buy |
+3,335
| New | +$206K | ﹤0.01% | 2662 |
|
|
2020
Q3 | – | Sell |
-6,203
| Closed | -$368K | – | 2235 |
|
|
2020
Q2 | $368K | Sell |
6,203
-74
| -1% | -$4.27K | ﹤0.01% | 1192 |
|
|
2020
Q1 | $303K | Sell |
6,277
-2,929
| -32% | -$191K | ﹤0.01% | 1178 |
|
|
2019
Q4 | $662K | Buy |
+9,206
| New | +$650K | ﹤0.01% | 972 |
|
|
2017
Q3 | – | Sell |
-551
| Closed | -$35K | – | 3161 |
|
|
2017
Q2 | $35K | Hold |
551
| – | – | ﹤0.01% | 2795 |
|
|
2017
Q1 | $38K | Hold |
551
| – | – | ﹤0.01% | 2673 |
|
|
2016
Q4 | $40K | Hold |
551
| – | – | ﹤0.01% | 2569 |
|
|
2016
Q3 | $30K | Buy |
551
+51
| +10% | +$2.7K | ﹤0.01% | 2739 |
|
|
2016
Q2 | $25K | Hold |
500
| – | – | ﹤0.01% | 2643 |
|
|
2016
Q1 | $23K | Hold |
500
| – | – | ﹤0.01% | 2655 |
|
|
2015
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 2710 |
|
|
2015
Q3 | $25K | Buy |
+500
| New | +$26.4K | ﹤0.01% | 2559 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$26K | – | 2432 |
|
|
2015
Q1 | $26K | Hold |
500
| – | – | ﹤0.01% | 2516 |
|
|
2014
Q4 | $28K | Hold |
500
| – | – | ﹤0.01% | 2407 |
|
|
2014
Q3 | $29K | Sell |
500
-50
| -9% | -$2.99K | ﹤0.01% | 2279 |
|
|
2014
Q2 | $34K | Buy |
550
+50
| +10% | +$3.03K | ﹤0.01% | 2143 |
|
|
2014
Q1 | $33K | Hold |
500
| – | – | ﹤0.01% | 2077 |
|
|
2013
Q4 | $32K | Hold |
500
| – | – | ﹤0.01% | 1907 |
|
|
2013
Q3 | $31K | Hold |
500
| – | – | ﹤0.01% | 1830 |
|
|
2013
Q2 | $26K | Buy |
+500
| New | +$24K | ﹤0.01% | 1769 |
|
Other funds holding PB
VPM
VCM
