Advisors Asset Management’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $292K | Buy |
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|
2024
Q3 | $153K | Buy |
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|
2024
Q2 | $48.9K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $12K | Sell |
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|
2020
Q3 | $19K | Sell |
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|
2020
Q2 | $45K | Sell |
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|
2020
Q1 | $51K | Sell |
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|
2019
Q4 | $142K | Sell |
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|
2019
Q3 | $210K | Sell |
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|
2019
Q2 | $283K | Sell |
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|
2019
Q1 | $334K | Sell |
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|
2018
Q4 | $466K | Sell |
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|
2018
Q3 | $815K | Sell |
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|
2018
Q2 | $1M | Sell |
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|
2018
Q1 | $1.15M | Buy |
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|
2017
Q4 | $1.07M | Buy |
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|
2017
Q3 | $994K | Sell |
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $968K | Buy |
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|
2016
Q4 | $867K | Sell |
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|
2016
Q3 | $644K | Sell |
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|
2016
Q2 | $596K | Sell |
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|
2016
Q1 | $667K | Sell |
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|
2015
Q4 | $739K | Buy |
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|
2015
Q3 | $616K | Buy |
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|
2015
Q2 | $436K | Buy |
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|
2015
Q1 | $288K | Buy |
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|
2014
Q4 | $191K | Buy |
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|
2014
Q3 | $60K | Buy |
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