Lido Advisors
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Lido Advisors’s Prosperity Bancshares PB Stock Holding History

Lido Advisors’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.62M Buy
+68,141
New +$4.78M 0.02% 474
2023
Q2 		– Sell
-19,602
Closed -$1.21M – 1281
2023
Q1 		$1.21M Buy
19,602
+2,869
+17% +$204K 0.02% 433
2022
Q4 		$1.22M Buy
16,733
+4,275
+34% +$309K 0.02% 373
2022
Q3 		$830K Buy
+12,458
New +$890K 0.02% 413

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