Allworth Financial’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
4,011
+4,000
| +36,364% | +$346K | ﹤0.01% | 947 |
|
|
2025
Q1 | $946 | Hold |
11
| – | – | ﹤0.01% | 3480 |
|
|
2024
Q4 | $954 | Hold |
11
| – | – | ﹤0.01% | 3405 |
|
|
2024
Q3 | $883 | Sell |
11
-13
| -54% | -$1.04K | ﹤0.01% | 3266 |
|
|
2024
Q2 | $2.01K | Hold |
24
| – | – | ﹤0.01% | 2922 |
|
|
2024
Q1 | $1.84K | Hold |
24
| – | – | ﹤0.01% | 2837 |
|
|
2023
Q4 | $1.75K | Buy |
24
+13
| +118% | +$950 | ﹤0.01% | 2728 |
|
|
2023
Q3 | $685 | Buy |
+11
| New | +$685 | ﹤0.01% | 2966 |
|