PFS
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Prospera Financial Services’s Comstock LODE Stock Holding History

Prospera Financial Services’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,500
Closed -$12K – 1212
2024
Q4 		$12K Sell
1,500
-1,000
-40% -$4.27K ﹤0.01% 1130
2024
Q3 		$11.8K Hold
2,500
– – ﹤0.01% 1113
2024
Q2 		$4.1K Buy
+2,500
New +$6.48K ﹤0.01% 1134

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Geode Capital Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Prospera Financial Services's LODE Position: Q1 2025 in Review

Prospera Financial Services sold out of Comstock (LODE) in Q1 2025, closing a stake of 1,500 shares — an estimated $12K sold.

Prospera Financial Services first reported a position in LODE in Q2 2024 and held it in 3 quarters. The position peaked at $12K in Q4 2024. 41 funds tracked by Wall St. Rank hold LODE as of Q1 2025.

  • Prospera Financial Services reported no remaining Comstock position as of Q1 2025 after selling out during the quarter.
  • Prospera Financial Services sold 1,500 Comstock shares in Q1 2025, an estimated $12K.
  • Prospera Financial Services first reported a position in Comstock in Q2 2024 and held it in 3 quarters.
  • Prospera Financial Services's Comstock position peaked at $12K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Comstock as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.