Prospera Financial Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $716K | Sell |
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|
2025
Q2 | $3M | Sell |
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|
2025
Q1 | $3.19M | Sell |
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|
2024
Q4 | $3.38M | Buy |
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|
2024
Q3 | $3.21M | Sell |
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|
2024
Q2 | $2.87M | Buy |
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|
2024
Q1 | $3.05M | Sell |
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|
2023
Q4 | $3.23M | Sell |
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|
2023
Q3 | $3.36M | Buy |
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|
2023
Q2 | $2.82M | Buy |
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|
2023
Q1 | $2.91M | Buy |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $2.95M | Buy |
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|
2022
Q2 | $2.81M | Sell |
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|
2022
Q1 | $3.19M | Sell |
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|
2021
Q4 | $5.48M | Buy |
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|
2021
Q3 | $4.28M | Buy |
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|
2021
Q2 | $2.23M | Buy |
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|
2021
Q1 | $2.03M | Buy |
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|
2020
Q4 | $2.18M | Buy |
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|
2020
Q3 | $16K | Sell |
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|
2020
Q2 | $2.19M | Sell |
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|
2020
Q1 | $1.77M | Buy |
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|
2019
Q4 | $1.55M | Buy |
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|
2019
Q3 | $326K | Sell |
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|
2019
Q2 | $428K | Buy |
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|
2019
Q1 | $373K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $219K | Buy |
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|
2015
Q2 | $211K | Buy |
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