Valley Wealth Managers’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 398 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$20.3K | – | 346 |
|
|
2023
Q4 | $20.3K | Sell |
300
-224,352
| -100% | -$15.2M | ﹤0.01% | 248 |
|
|
2023
Q3 | $12.3M | Sell |
224,652
-7,472
| -3% | -$408K | 1.02% | 44 |
|
|
2023
Q2 | $13.1M | Sell |
232,124
-924
| -0.4% | -$52.2K | 1.18% | 42 |
|
|
2023
Q1 | $14.3M | Sell |
233,048
-879
| -0.4% | -$54.1K | 1.3% | 39 |
|
|
2022
Q4 | $17M | Sell |
233,927
-1,155
| -0.5% | -$83.9K | 1.58% | 31 |
|
|
2022
Q3 | $15.7M | Sell |
235,082
-2,228
| -0.9% | -$149K | 1.56% | 27 |
|
|
2022
Q2 | $16.2M | Buy |
237,310
+1,738
| +0.7% | +$119K | 1.52% | 29 |
|
|
2022
Q1 | $16.3M | Buy |
235,572
+3,458
| +1% | +$240K | 1.37% | 38 |
|
|
2021
Q4 | $16.8M | Sell |
232,114
-1,673
| -0.7% | -$121K | 1.35% | 40 |
|
|
2021
Q3 | $16.6M | Buy |
233,787
+1,151
| +0.5% | +$81.9K | 1.45% | 38 |
|
|
2021
Q2 | $16.7M | Sell |
232,636
-2,757
| -1% | -$198K | 1.41% | 41 |
|
|
2021
Q1 | $17.6M | Sell |
235,393
-77
| -0% | -$5.77K | 1.58% | 36 |
|
|
2020
Q4 | $16.3M | Sell |
235,470
-7,782
| -3% | -$540K | 1.6% | 28 |
|
|
2020
Q3 | $12.6M | Buy |
243,252
+5,164
| +2% | +$268K | 1.39% | 33 |
|
|
2020
Q2 | $14.1M | Buy |
+238,088
| New | +$14.1M | 1.58% | 30 |
|