Financial Gravity Asset Management’s Prosperity Bancshares PB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$326K	Buy	+4,561	New	+$345K	0.07%	123
2024 Q2	–	Sell	-20	Closed	-$1.32K	–	2204
2024 Q1	$1.32K	Buy	+20	New	+$1.27K	﹤0.01%	1184
2023 Q3	–	Sell	-56	Closed	-$471	–	1616
2023 Q2	$471	Sell	56 -6	-10%	-$358	﹤0.01%	1011
2023 Q1	$3	Sell	62 -11	-15%	-$783	﹤0.01%	970
2022 Q4	$1.85K	Buy	73 +6	+9%	+$433	0.01%	555
2022 Q3	$3	Buy	+67	New	+$4.79K	﹤0.01%	816
2021 Q2	–	Sell	-7	Closed	-$535	–	1031
2021 Q1	$535	Sell	7 -4	-36%	-$292	0.01%	389
2020 Q4	$1K	Buy	+11	New	+$675	﹤0.01%	433
2020 Q2	–	Sell	-102	Closed	-$4.92K	–	631
2020 Q1	$4.92K	Sell	102 -55	-35%	-$3.58K	0.02%	328
2019 Q4	$72K	Sell	157 -41	-21%	-$2.9K	0.05%	465
2019 Q3	$14K	Buy	198 +158	+395%	+$10.6K	0.01%	536
2019 Q2	$3K	Buy	+40	New	+$2.77K	﹤0.01%	823
2018 Q3	$1K	Sell	20 -5	-20%	-$360	﹤0.01%	1205
2018 Q2	$2K	Sell	25 -9	-26%	-$656	﹤0.01%	1020
2018 Q1	$2K	Buy	+34	New	+$2.55K	﹤0.01%	986