EverSource Wealth Advisors’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	$355K	Buy	5,280 +1,719	+48%	+$121K	0.01%	763
2025 Q4	$246K	Buy	3,561 +391	+12%	+$26.4K	0.01%	852
2025 Q3	$210K	Sell	3,170 -1,029	-25%	-$70.7K	0.01%	879
2025 Q2	$295K	Buy	4,199 +3,851	+1,107%	+$265K	0.01%	676
2025 Q1	$24.8K	Buy	348 +48	+16%	+$3.63K	﹤0.01%	1578
2024 Q4	$22.6K	Buy	300 +46	+18%	+$3.55K	﹤0.01%	1555
2024 Q3	$18.3K	Sell	254 -35	-12%	-$2.44K	﹤0.01%	1538
2024 Q2	$21K	Buy	289 +100	+53%	+$6.16K	﹤0.01%	1484
2024 Q1	$11.7K	Buy	189 +34	+22%	+$2.17K	﹤0.01%	1605
2023 Q4	$10.5K	Buy	+155	New	+$9.06K	﹤0.01%	1537
2023 Q2	–	Sell	-7	Closed	-$431	–	2585
2023 Q1	$431	Buy	+7	New	+$498	﹤0.01%	2256