United Capital Financial Advisors’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-296,866
| Closed | -$14.3M | – | 1231 |
|
|
2020
Q1 | $14.3M | Buy |
296,866
+21,532
| +8% | +$1.04M | 0.12% | 190 |
|
|
2019
Q4 | $19.8M | Buy |
275,334
+19,017
| +7% | +$1.37M | 0.13% | 196 |
|
|
2019
Q3 | $18.1M | Buy |
256,317
+17,234
| +7% | +$1.22M | 0.13% | 195 |
|
|
2019
Q2 | $15.8M | Buy |
239,083
+19,022
| +9% | +$1.26M | 0.1% | 215 |
|
|
2019
Q1 | $15.2M | Buy |
220,061
+20,480
| +10% | +$1.41M | 0.11% | 213 |
|
|
2018
Q4 | $12.4M | Buy |
199,581
+14,032
| +8% | +$874K | 0.1% | 222 |
|
|
2018
Q3 | $12.9M | Buy |
185,549
+10,930
| +6% | +$758K | 0.09% | 247 |
|
|
2018
Q2 | $11.9M | Buy |
174,619
+5,566
| +3% | +$380K | 0.09% | 266 |
|
|
2018
Q1 | $12.3M | Sell |
169,053
-15,779
| -9% | -$1.15M | 0.09% | 246 |
|
|
2017
Q4 | $13M | Sell |
184,832
-2,437
| -1% | -$171K | 0.1% | 246 |
|
|
2017
Q3 | $12.3M | Buy |
+187,269
| New | +$12.3M | 0.1% | 239 |
|