Prestige Wealth Management Group’s Prosperity Bancshares PB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$746	Hold	11	–	–	﹤0.01%	914
2025 Q4	$767	Hold	11	–	–	﹤0.01%	905
2025 Q3	$737	Hold	11	–	–	﹤0.01%	895
2025 Q2	$780	Hold	11	–	–	﹤0.01%	886
2025 Q1	$792	Hold	11	–	–	﹤0.01%	884
2024 Q4	$836	Hold	11	–	–	﹤0.01%	909
2024 Q3	$799	Hold	11	–	–	﹤0.01%	911
2024 Q2	$679	Hold	11	–	–	﹤0.01%	891
2024 Q1	$730	Hold	11	–	–	﹤0.01%	910
2023 Q4	$752	Hold	11	–	–	﹤0.01%	889
2023 Q3	$601	Buy	+11	New	+$638	﹤0.01%	941
2021 Q4	–	Sell	-5	Closed	–	–	1044
2021 Q3	$0	Hold	5	–	–	﹤0.01%	1033
2021 Q2	$0	Hold	5	–	–	﹤0.01%	1017
2021 Q1	$0	Hold	5	–	–	﹤0.01%	1014
2020 Q4	$0	Buy	+5	New	+$307	﹤0.01%	1007