LWM
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Lakeridge Wealth Management’s Prosperity Bancshares PB Stock Holding History

Lakeridge Wealth Management’s Portfolio PB Stock Details PB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,772
Closed -$209K – 157
2024
Q4 		$209K Buy
+2,772
New +$209K 0.11% 142