U.S. Capital Wealth Advisors’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
3,108
-218
| -7% | -$15.3K | 0.01% | 814 |
|
|
2025
Q1 | $237K | Buy |
3,326
+156
| +5% | +$11.1K | 0.01% | 761 |
|
|
2024
Q4 | $239K | Buy |
3,170
+9
| +0.3% | +$678 | 0.01% | 733 |
|
|
2024
Q3 | $228K | Buy |
+3,161
| New | +$228K | 0.01% | 650 |
|
|
2024
Q2 | – | Sell |
-4,156
| Closed | -$273K | – | 701 |
|
|
2024
Q1 | $273K | Sell |
4,156
-1,892
| -31% | -$124K | 0.01% | 584 |
|
|
2023
Q4 | $410K | Sell |
6,048
-1,000
| -14% | -$67.7K | 0.02% | 490 |
|
|
2023
Q3 | $385K | Sell |
7,048
-96
| -1% | -$5.24K | 0.02% | 474 |
|
|
2023
Q2 | $403K | Sell |
7,144
-1
| -0% | -$56 | 0.02% | 477 |
|
|
2023
Q1 | $440K | Buy |
7,145
+145
| +2% | +$8.92K | 0.02% | 457 |
|
|
2022
Q4 | $509K | Hold |
7,000
| – | – | 0.02% | 447 |
|
|
2022
Q3 | $467K | Hold |
7,000
| – | – | 0.02% | 453 |
|
|
2022
Q2 | $478K | Hold |
7,000
| – | – | 0.02% | 467 |
|
|
2022
Q1 | $486K | Hold |
7,000
| – | – | 0.02% | 518 |
|
|
2021
Q4 | $506K | Hold |
7,000
| – | – | 0.02% | 504 |
|
|
2021
Q3 | $498K | Buy |
+7,000
| New | +$498K | 0.02% | 510 |
|