Wealthspire Advisors (New York)’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,474
| Closed | -$1.32M | – | 820 |
|
|
2024
Q4 | $1.32M | Buy |
17,474
+341
| +2% | +$25.7K | 0.01% | 318 |
|
|
2024
Q3 | $1.23M | Buy |
17,133
+58
| +0.3% | +$4.18K | 0.01% | 331 |
|
|
2024
Q2 | $1.04M | Buy |
17,075
+75
| +0.4% | +$4.59K | 0.01% | 307 |
|
|
2024
Q1 | $1.12M | Hold |
17,000
| – | – | 0.01% | 300 |
|
|
2023
Q4 | $1.15M | Buy |
17,000
+5,000
| +42% | +$339K | 0.02% | 285 |
|
|
2023
Q3 | $655K | Buy |
12,000
+4,000
| +50% | +$218K | 0.01% | 344 |
|
|
2023
Q2 | $452K | Buy |
8,000
+3,000
| +60% | +$169K | 0.01% | 383 |
|
|
2023
Q1 | $308K | Buy |
+5,000
| New | +$308K | 0.01% | 435 |
|