Global Retirement Partners’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 Q4	$17.5K	Buy	253 +223	+743%	+$15K	﹤0.01%	2926
2025 Q3	$1.99K	Hold	30	–	–	﹤0.01%	3330
2025 Q2	$2.11K	Buy	+30	New	+$2.07K	﹤0.01%	3223
2024 Q4	$2.26K	Sell	30 -4	-12%	-$309	﹤0.01%	3031
2024 Q3	$2.45K	Buy	34 +2	+6%	+$140	﹤0.01%	2870
2024 Q2	$1.96K	Buy	32 +26	+433%	+$1.6K	﹤0.01%	2971
2024 Q1	$395	Hold	6	–	–	﹤0.01%	3173
2023 Q4	$382	Hold	6	–	–	﹤0.01%	3137
2023 Q3	$314	Sell	6 -33	-85%	-$1.92K	﹤0.01%	3054
2023 Q2	$2.2K	Hold	39	–	–	﹤0.01%	2516
2023 Q1	$2.33K	Buy	39 +36	+1,200%	+$2.56K	﹤0.01%	2446
2022 Q4	$218	Hold	3	–	–	﹤0.01%	2936
2022 Q3	$0	Hold	3	–	–	﹤0.01%	2904
2022 Q2	$0	Hold	3	–	–	﹤0.01%	2834
2022 Q1	$0	Buy	+3	New	+$221	﹤0.01%	2735