Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,397
| Closed | -$116K | – | 778 |
|
|
2020
Q1 | $116K | Buy |
2,397
+619
| +35% | +$30K | 0.04% | 179 |
|
|
2019
Q4 | $129K | Buy |
1,778
+188
| +12% | +$13.6K | 0.04% | 196 |
|
|
2019
Q3 | $112K | Buy |
1,590
+134
| +9% | +$9.44K | 0.03% | 195 |
|
|
2019
Q2 | $96K | Buy |
1,456
+61
| +4% | +$4.02K | 0.03% | 194 |
|
|
2019
Q1 | $97K | Sell |
1,395
-21
| -1% | -$1.46K | 0.03% | 182 |
|
|
2018
Q4 | $89K | Buy |
1,416
+22
| +2% | +$1.38K | 0.03% | 174 |
|
|
2018
Q3 | $97K | Buy |
1,394
+378
| +37% | +$26.3K | 0.03% | 198 |
|
|
2018
Q2 | $70K | Buy |
1,016
+278
| +38% | +$19.2K | 0.02% | 199 |
|
|
2018
Q1 | $53K | Buy |
738
+186
| +34% | +$13.4K | 0.02% | 203 |
|
|
2017
Q4 | $39K | Sell |
552
-323
| -37% | -$22.8K | 0.01% | 234 |
|
|
2017
Q3 | $57K | Buy |
+875
| New | +$57K | 0.02% | 206 |
|