Steward Partners Investment Advisory’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 |
-410
| Closed | -$28.3K | – | 4531 |
|
|
2025
Q4 | $28.3K | Sell |
410
-60
| -13% | -$4.05K | ﹤0.01% | 2980 |
|
|
2025
Q3 | $31.2K | Sell |
470
-26
| -5% | -$1.79K | ﹤0.01% | 2868 |
|
|
2025
Q2 | $34.8K | Buy |
496
+26
| +6% | +$1.79K | ﹤0.01% | 2655 |
|
|
2025
Q1 | $33.5K | Hold |
470
| – | – | ﹤0.01% | 2578 |
|
|
2024
Q4 | $35.4K | Hold |
470
| – | – | ﹤0.01% | 2521 |
|
|
2024
Q3 | $33.9K | Hold |
470
| – | – | ﹤0.01% | 2426 |
|
|
2024
Q2 | $28.7K | Hold |
470
| – | – | ﹤0.01% | 2366 |
|
|
2024
Q1 | $30.9K | Hold |
470
| – | – | ﹤0.01% | 2328 |
|
|
2023
Q4 | $31.8K | Buy |
470
+60
| +15% | +$3.51K | ﹤0.01% | 2162 |
|
|
2023
Q3 | $22.4K | Sell |
410
-300
| -42% | -$17.4K | ﹤0.01% | 2251 |
|
|
2023
Q2 | $40.1K | Hold |
710
| – | – | ﹤0.01% | 1972 |
|
|
2023
Q1 | $43.7K | Hold |
710
| – | – | ﹤0.01% | 1913 |
|
|
2022
Q4 | $51.6K | Buy |
710
+300
| +73% | +$21.7K | ﹤0.01% | 1824 |
|
|
2022
Q3 | $27K | Sell |
410
-19
| -4% | -$1.36K | ﹤0.01% | 2077 |
|
|
2022
Q2 | $29K | Buy |
429
+19
| +5% | +$1.3K | ﹤0.01% | 2065 |
|
|
2022
Q1 | $28K | Hold |
410
| – | – | ﹤0.01% | 2208 |
|
|
2021
Q4 | $30K | Hold |
410
| – | – | ﹤0.01% | 2146 |
|
|
2021
Q3 | $29K | Hold |
410
| – | – | ﹤0.01% | 2157 |
|
|
2021
Q2 | $29K | Sell |
410
-1,749
| -81% | -$131K | ﹤0.01% | 4310 |
|
|
2021
Q1 | $162K | Buy |
2,159
+135
| +7% | +$9.87K | ﹤0.01% | 1392 |
|
|
2020
Q4 | $140K | Buy |
2,024
+118
| +6% | +$7.24K | ﹤0.01% | 1220 |
|
|
2020
Q3 | $99K | Sell |
1,906
-47
| -2% | -$2.58K | ﹤0.01% | 1229 |
|
|
2020
Q2 | $116K | Buy |
1,953
+707
| +57% | +$40.8K | ﹤0.01% | 1089 |
|
|
2020
Q1 | $60K | Buy |
1,246
+243
| +24% | +$15.8K | ﹤0.01% | 1199 |
|
|
2019
Q4 | $72K | Buy |
1,003
+94
| +10% | +$6.64K | ﹤0.01% | 1251 |
|
|
2019
Q3 | $64K | Buy |
909
+66
| +8% | +$4.44K | ﹤0.01% | 1259 |
|
|
2019
Q2 | $55K | Buy |
+843
| New | +$58.3K | ﹤0.01% | 1301 |
|
|
2018
Q4 | – | Sell |
-198
| Closed | -$14K | – | 1726 |
|
|
2018
Q3 | $14K | Buy |
+198
| New | +$14.3K | ﹤0.01% | 1734 |
|
Other funds holding PB
VPM
VCM
