Geneos Wealth Management’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Buy |
384
+88
| +30% | +$6.18K | ﹤0.01% | 1887 |
|
|
2025
Q1 | $45.2K | Buy |
296
+266
| +887% | +$40.6K | ﹤0.01% | 1974 |
|
|
2024
Q4 | $2.26K | Buy |
30
+11
| +58% | +$829 | ﹤0.01% | 2562 |
|
|
2024
Q3 | $1.37K | Buy |
+19
| New | +$1.37K | ﹤0.01% | 2381 |
|
|
2023
Q2 | – | Sell |
-101
| Closed | -$6.21K | – | 2102 |
|
|
2023
Q1 | $6.21K | Hold |
101
| – | – | ﹤0.01% | 1676 |
|
|
2022
Q4 | $7.34K | Hold |
101
| – | – | ﹤0.01% | 1612 |
|
|
2022
Q3 | $6K | Hold |
101
| – | – | ﹤0.01% | 1656 |
|
|
2022
Q2 | $7K | Hold |
101
| – | – | ﹤0.01% | 2089 |
|
|
2022
Q1 | $7K | Sell |
101
-100
| -50% | -$6.93K | ﹤0.01% | 2236 |
|
|
2021
Q4 | $14K | Hold |
201
| – | – | ﹤0.01% | 2050 |
|
|
2021
Q3 | $14K | Hold |
201
| – | – | ﹤0.01% | 2089 |
|
|
2021
Q2 | $14K | Hold |
201
| – | – | ﹤0.01% | 2078 |
|
|
2021
Q1 | $14K | Hold |
201
| – | – | ﹤0.01% | 2240 |
|
|
2020
Q4 | $15K | Buy |
201
+100
| +99% | +$7.46K | ﹤0.01% | 2055 |
|
|
2020
Q3 | $5K | Buy |
101
+1
| +1% | +$50 | ﹤0.01% | 2189 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2156 |
|
|
2020
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2114 |
|
|
2019
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 2104 |
|
|
2019
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 2013 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 2079 |
|
|
2019
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 2000 |
|
|
2018
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 1945 |
|
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 2022 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1883 |
|
|
2018
Q1 | $7K | Sell |
100
-103
| -51% | -$7.21K | ﹤0.01% | 1775 |
|
|
2017
Q4 | $14K | Hold |
203
| – | – | ﹤0.01% | 1517 |
|
|
2017
Q3 | $13K | Hold |
203
| – | – | ﹤0.01% | 1490 |
|
|
2017
Q2 | $13K | Sell |
203
-15
| -7% | -$961 | ﹤0.01% | 1440 |
|
|
2017
Q1 | $15K | Hold |
218
| – | – | ﹤0.01% | 1349 |
|
|
2016
Q4 | $15K | Hold |
218
| – | – | ﹤0.01% | 1301 |
|
|
2016
Q3 | $11K | Buy |
218
+118
| +118% | +$5.95K | ﹤0.01% | 1338 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1527 |
|
|
2016
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1554 |
|