PFS
Prospera Financial Services’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
4,880
| – | – | 0.01% | 1120 |
|
|
2025
Q1 | $288K | Buy |
4,880
+6
| +0.1% | +$354 | 0.01% | 1005 |
|
|
2024
Q4 | $301K | Hold |
4,874
| – | – | 0.01% | 931 |
|
|
2024
Q3 | $292K | Sell |
4,874
-1,925
| -28% | -$115K | 0.01% | 932 |
|
|
2024
Q2 | $347K | Buy |
6,799
+1,920
| +39% | +$98K | 0.01% | 858 |
|
|
2024
Q1 | $268K | Sell |
4,879
-77
| -2% | -$4.23K | 0.01% | 937 |
|
|
2023
Q4 | $277K | Sell |
4,956
-839
| -14% | -$46.8K | 0.01% | 882 |
|
|
2023
Q3 | $241K | Buy |
+5,795
| New | +$241K | 0.01% | 888 |
|
|
2022
Q2 | – | Sell |
-33
| Closed | -$3K | – | 1777 |
|
|
2022
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 2371 |
|
|
2020
Q4 | – | Sell |
-164
| Closed | -$6K | – | 826 |
|
|
2020
Q3 | $6K | Buy |
+164
| New | +$6K | ﹤0.01% | 1233 |
|
|
2019
Q4 | – | Sell |
-3,559
| Closed | -$235K | – | 602 |
|
|
2019
Q3 | $235K | Buy |
+3,559
| New | +$235K | 0.02% | 485 |
|
|
2019
Q1 | – | Sell |
-17,924
| Closed | -$1.24M | – | 343 |
|
|
2018
Q4 | $1.24M | Buy |
17,924
+15,567
| +660% | +$1.07M | 0.25% | 97 |
|
|
2018
Q3 | $219K | Buy |
+2,357
| New | +$219K | 0.04% | 375 |
|