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Forum Financial Management’s Prosperity Bancshares PB Stock Holding History

Forum Financial 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 		$259K Buy
3,691
+284
+8% +$19.9K ﹤0.01% 753
2025
Q1 		$243K Buy
3,407
+200
+6% +$14.3K ﹤0.01% 711
2024
Q4 		$242K Buy
+3,207
New +$242K ﹤0.01% 747