PFG
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Prosperity Financial Group’s Comstock LODE Stock Holding History

Prosperity Financial Group’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
-2,900
Closed -$23.2K – 183
2024
Q4 		$23.2K Sell
2,900
-760
-21% -$3.25K 0.01% 170
2024
Q3 		$17.3K Hold
3,660
– – 0.01% 156
2024
Q2 		$6K Sell
3,660
-460
-11% -$1.19K ﹤0.01% 142
2024
Q1 		$15K Sell
4,120
-1,400
-25% -$6.31K 0.01% 146
2023
Q4 		$30.3K Buy
5,520
+1,300
+31% +$5.95K 0.02% 131
2023
Q3 		$17.3K Sell
4,220
-7,293
-63% -$37.9K 0.01% 115
2023
Q2 		$84K Buy
+11,513
New +$71.4K 0.07% 125

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

Prosperity Financial Group's LODE Position: Q1 2025 in Review

Prosperity Financial Group sold out of Comstock (LODE) in Q1 2025, closing a stake of 2,900 shares — an estimated $23.2K sold.

Prosperity Financial Group first reported a position in LODE in Q2 2023 and held it in 7 quarters. The position peaked at $84K in Q2 2023. 41 funds tracked by Wall St. Rank hold LODE as of Q1 2025.

  • Prosperity Financial Group reported no remaining Comstock position as of Q1 2025 after selling out during the quarter.
  • Prosperity Financial Group sold 2,900 Comstock shares in Q1 2025, an estimated $23.2K.
  • Prosperity Financial Group first reported a position in Comstock in Q2 2023 and held it in 7 quarters.
  • Prosperity Financial Group's Comstock position peaked at $84K in Q2 2023.
  • 41 funds tracked by Wall St. Rank held Comstock as of Q1 2025.

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