DWM
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Dakota Wealth Management’s Prosperity Bancshares PB Stock Holding History

Dakota Wealth Management’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$303K Buy
4,318
+370
+9% +$26K 0.01% 617
2025
Q1 		$282K Buy
3,948
+801
+25% +$57.2K 0.01% 631
2024
Q4 		$237K Buy
+3,147
New +$237K 0.01% 676