World Investment 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 | $1.98M | Buy |
28,233
+1,500
| +6% | +$105K | 0.05% | 376 |
|
2025
Q1 | $1.91M | Hold |
26,733
| – | – | 0.05% | 358 |
|
2024
Q4 | $2.01M | Sell |
26,733
-1,100
| -4% | -$82.9K | 0.06% | 325 |
|
2024
Q3 | $2.01M | Hold |
27,833
| – | – | 0.06% | 300 |
|
2024
Q2 | $1.7M | Buy |
27,833
+1,400
| +5% | +$85.6K | 0.11% | 185 |
|
2024
Q1 | $1.74M | Buy |
+26,433
| New | +$1.74M | 0.25% | 88 |
|
2019
Q1 | – | Sell |
-15,407
| Closed | -$1.14M | – | 146 |
|
2018
Q4 | $1.14M | Buy |
+15,407
| New | +$1.14M | 0.51% | 35 |
|