Prospera Financial Services’s Smith & Wesson SWBI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$488K	Buy	34,079 +4	+0%	+$49	0.01%	992
2025 Q4	$336K	Buy	34,075 +5	+0%	+$48	0.01%	1101
2025 Q3	$335K	Buy	34,070 +5	+0%	+$43	0.01%	1108
2025 Q2	$296K	Buy	34,065 +204	+0.6%	+$1.93K	0.01%	1110
2025 Q1	$316K	Sell	33,861 -8,729	-20%	-$89.9K	0.01%	968
2024 Q4	$430K	Buy	42,590 +55	+0.1%	+$689	0.01%	797
2024 Q3	$552K	Sell	42,535 -24	-0.1%	-$347	0.01%	689
2024 Q2	$610K	Buy	42,559 +61	+0.1%	+$1K	0.02%	644
2024 Q1	$738K	Buy	42,498 +47	+0.1%	+$678	0.02%	582
2023 Q4	$576K	Buy	+42,451	New	+$584K	0.02%	612
2022 Q3	–	Sell	-275	Closed	-$4K	–	1503
2022 Q2	$4K	Sell	275 -356	-56%	-$5.16K	﹤0.01%	1488
2022 Q1	$10K	Buy	+631	New	+$10.6K	﹤0.01%	2044
2020 Q4	–	Sell	-14,038	Closed	-$218K	–	1468
2020 Q3	$218K	Buy	+14,038	New	+$248K	0.08%	214
2014 Q1	–	Sell	-13,661	Closed	-$142K	–	296
2013 Q4	$142K	Sell	13,661 -6,505	-32%	-$58.1K	0.05%	240
2013 Q3	$174K	Buy	+20,166	New	+$174K	0.07%	219