Spire Wealth 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	–	Sell	-306	Closed	-$21.1K	–	2366
2025 Q4	$21.1K	Sell	306 -858	-74%	-$57.9K	﹤0.01%	1466
2025 Q3	$77.2K	Buy	1,164 +25	+2%	+$1.72K	﹤0.01%	1087
2025 Q2	$80K	Sell	1,139 -32	-3%	-$2.2K	﹤0.01%	1051
2025 Q1	$83.6K	Hold	1,171	–	–	﹤0.01%	1108
2024 Q4	$88.2K	Sell	1,171 -58	-5%	-$4.48K	﹤0.01%	1083
2024 Q3	$88.6K	Hold	1,229	–	–	﹤0.01%	945
2024 Q2	$75.1K	Sell	1,229 -67	-5%	-$4.13K	﹤0.01%	981
2024 Q1	$85.3K	Hold	1,296	–	–	﹤0.01%	1040
2023 Q4	$85.8K	Buy	1,296 +6	+0.5%	+$351	﹤0.01%	1032
2023 Q3	$70.4K	Buy	1,290 +194	+18%	+$11.3K	﹤0.01%	1053
2023 Q2	$61.9K	Hold	1,096	–	–	﹤0.01%	1118
2023 Q1	$67.4K	Buy	1,096 +355	+48%	+$25.3K	﹤0.01%	1077
2022 Q4	$54K	Hold	741	–	–	﹤0.01%	964
2022 Q3	$49K	Sell	741 -355	-32%	-$25.4K	﹤0.01%	958
2022 Q2	$75K	Sell	1,096 -1,096	-50%	-$75.3K	﹤0.01%	1144
2022 Q1	$152K	Hold	2,192	–	–	﹤0.01%	1006
2021 Q4	$158K	Hold	2,192	–	–	﹤0.01%	1203
2021 Q3	$156K	Buy	2,192 +212	+11%	+$14.7K	﹤0.01%	1017
2021 Q2	$142K	Hold	1,980	–	–	﹤0.01%	1068
2021 Q1	$148K	Buy	+1,980	New	+$145K	﹤0.01%	1199