Shelton Capital Management’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $209K | Sell |
3,118
-261
| -8% | -$18.3K | ﹤0.01% | 655 |
|
|
2025
Q4 | $234K | Hold |
3,379
| – | – | ﹤0.01% | 594 |
|
|
2025
Q3 | $224K | Hold |
3,379
| – | – | ﹤0.01% | 641 |
|
|
2025
Q2 | $237K | Sell |
3,379
-87
| -3% | -$5.99K | 0.01% | 596 |
|
|
2025
Q1 | $247K | Sell |
3,466
-129
| -4% | -$9.77K | 0.01% | 562 |
|
|
2024
Q4 | $271K | Sell |
3,595
-223
| -6% | -$17.2K | 0.01% | 546 |
|
|
2024
Q3 | $275K | Hold |
3,818
| – | – | 0.01% | 543 |
|
|
2024
Q2 | $233K | Sell |
3,818
-285
| -7% | -$17.6K | 0.01% | 613 |
|
|
2024
Q1 | $270K | Hold |
4,103
| – | – | 0.01% | 578 |
|
|
2023
Q4 | $278K | Sell |
4,103
-398
| -9% | -$23.3K | 0.01% | 539 |
|
|
2023
Q3 | $246K | Hold |
4,501
| – | – | 0.01% | 552 |
|
|
2023
Q2 | $254K | Sell |
4,501
-169
| -4% | -$10.1K | 0.01% | 583 |
|
|
2023
Q1 | $287K | Hold |
4,670
| – | – | 0.01% | 498 |
|
|
2022
Q4 | $339K | Sell |
4,670
-255
| -5% | -$18.4K | 0.04% | 383 |
|
|
2022
Q3 | $328K | Hold |
4,925
| – | – | 0.02% | 404 |
|
|
2022
Q2 | $336K | Hold |
4,925
| – | – | 0.02% | 429 |
|
|
2022
Q1 | $342K | Hold |
4,925
| – | – | 0.01% | 490 |
|
|
2021
Q4 | $356K | Sell |
4,925
-250
| -5% | -$18.5K | 0.01% | 484 |
|
|
2021
Q3 | $368K | Hold |
5,175
| – | – | 0.01% | 467 |
|
|
2021
Q2 | $372K | Hold |
5,175
| – | – | 0.01% | 475 |
|
|
2021
Q1 | $388K | Hold |
5,175
| – | – | 0.01% | 453 |
|
|
2020
Q4 | $359K | Sell |
5,175
-325
| -6% | -$19.9K | 0.02% | 434 |
|
|
2020
Q3 | $285K | Hold |
5,500
| – | – | 0.01% | 560 |
|
|
2020
Q2 | $327K | Sell |
5,500
-493
| -8% | -$28.4K | 0.02% | 419 |
|
|
2020
Q1 | $289K | Hold |
5,993
| – | – | 0.02% | 403 |
|
|
2019
Q4 | $431K | Buy |
5,993
+1,491
| +33% | +$105K | 0.02% | 399 |
|
|
2019
Q3 | $318K | Hold |
4,502
| – | – | 0.02% | 502 |
|
|
2019
Q2 | $297K | Buy |
4,502
+4,163
| +1,228% | +$288K | 0.02% | 536 |
|
|
2019
Q1 | $4.91K | Sell |
339
-4,573
| -93% | -$326K | 0.02% | 579 |
|
|
2018
Q4 | $306K | Hold |
4,912
| – | – | 0.02% | 471 |
|
|
2018
Q3 | $341K | Hold |
4,912
| – | – | 0.02% | 522 |
|
|
2018
Q2 | $336K | Hold |
4,912
| – | – | 0.02% | 510 |
|
|
2018
Q1 | $357K | Sell |
4,912
-425
| -8% | -$31.9K | 0.02% | 478 |
|
|
2017
Q4 | $374K | Hold |
5,337
| – | – | 0.02% | 480 |
|
|
2017
Q3 | $351K | Hold |
5,337
| – | – | 0.02% | 494 |
|
|
2017
Q2 | $343K | Hold |
5,337
| – | – | 0.02% | 507 |
|
|
2017
Q1 | $372K | Sell |
5,337
-846
| -14% | -$61.4K | 0.03% | 477 |
|
|
2016
Q4 | $444K | Hold |
6,183
| – | – | 0.03% | 411 |
|
|
2016
Q3 | $339K | Hold |
6,183
| – | – | 0.03% | 525 |
|
|
2016
Q2 | $315K | Hold |
6,183
| – | – | 0.03% | 530 |
|
|
2016
Q1 | $287K | Hold |
6,183
| – | – | 0.03% | 580 |
|
|
2015
Q4 | $296K | Hold |
6,183
| – | – | 0.03% | 545 |
|
|
2015
Q3 | $304K | Hold |
6,183
| – | – | 0.03% | 530 |
|
|
2015
Q2 | $357K | Hold |
6,183
| – | – | 0.04% | 502 |
|
|
2015
Q1 | $324K | Hold |
6,183
| – | – | 0.04% | 559 |
|
|
2014
Q4 | $342K | Sell |
6,183
-397
| -6% | -$22.5K | 0.04% | 519 |
|
|
2014
Q3 | $376K | Buy |
6,580
+1,664
| +34% | +$99.6K | 0.05% | 456 |
|
|
2014
Q2 | $308K | Hold |
4,916
| – | – | 0.04% | 552 |
|
|
2014
Q1 | $325K | Hold |
4,916
| – | – | 0.05% | 487 |
|
|
2013
Q4 | $312K | Hold |
4,916
| – | – | 0.05% | 489 |
|
|
2013
Q3 | $304K | Hold |
4,916
| – | – | 0.05% | 465 |
|
|
2013
Q2 | $255K | Buy |
+4,916
| New | +$236K | 0.05% | 502 |
|
Other funds holding PB
VPM
VCM