Ameriprise’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 | $4.5M | Sell |
52,022
-5,976
| -10% | -$517K | ﹤0.01% | 2442 |
|
|
2025
Q1 | $4.85M | Buy |
57,998
+1,728
| +3% | +$145K | ﹤0.01% | 2333 |
|
|
2024
Q4 | $4.86M | Sell |
56,270
-3,048
| -5% | -$263K | ﹤0.01% | 2364 |
|
|
2024
Q3 | $4.76M | Sell |
59,318
-2,917
| -5% | -$234K | ﹤0.01% | 2402 |
|
|
2024
Q2 | $4.7M | Sell |
62,235
-5,977
| -9% | -$451K | ﹤0.01% | 2358 |
|
|
2024
Q1 | $5.24M | Sell |
68,212
-4,816
| -7% | -$370K | ﹤0.01% | 2338 |
|
|
2023
Q4 | $5.33M | Buy |
73,028
+3,045
| +4% | +$222K | ﹤0.01% | 2297 |
|
|
2023
Q3 | $4.36M | Sell |
69,983
-1,324
| -2% | -$82.4K | ﹤0.01% | 2388 |
|
|
2023
Q2 | $3.92M | Sell |
71,307
-21,224
| -23% | -$1.17M | ﹤0.01% | 2519 |
|
|
2023
Q1 | $5.07M | Buy |
92,531
+6,164
| +7% | +$338K | ﹤0.01% | 2315 |
|
|
2022
Q4 | $6.45M | Buy |
86,367
+3,357
| +4% | +$251K | ﹤0.01% | 2102 |
|
|
2022
Q3 | $5.41M | Sell |
83,010
-2,237
| -3% | -$146K | ﹤0.01% | 2157 |
|
|
2022
Q2 | $5.8M | Buy |
85,247
+602
| +0.7% | +$41K | ﹤0.01% | 2163 |
|
|
2022
Q1 | $6.27M | Sell |
84,645
-71,905
| -46% | -$5.33M | ﹤0.01% | 2270 |
|
|
2021
Q4 | $11.2M | Buy |
156,550
+70,204
| +81% | +$5.04M | ﹤0.01% | 1896 |
|
|
2021
Q3 | $5.76M | Sell |
86,346
-2,708
| -3% | -$181K | ﹤0.01% | 2291 |
|
|
2021
Q2 | $5.63M | Sell |
89,054
-86,907
| -49% | -$5.5M | ﹤0.01% | 2364 |
|
|
2021
Q1 | $11.2M | Sell |
175,961
-5,117
| -3% | -$326K | ﹤0.01% | 1783 |
|
|
2020
Q4 | $9.14M | Buy |
181,078
+7,908
| +5% | +$399K | ﹤0.01% | 1819 |
|
|
2020
Q3 | $5.56M | Sell |
173,170
-7,783
| -4% | -$250K | ﹤0.01% | 2002 |
|
|
2020
Q2 | $7.76M | Sell |
180,953
-7,593
| -4% | -$325K | ﹤0.01% | 1727 |
|
|
2020
Q1 | $6.38M | Buy |
188,546
+4,700
| +3% | +$159K | ﹤0.01% | 1733 |
|
|
2019
Q4 | $11M | Sell |
183,846
-8,477
| -4% | -$509K | ﹤0.01% | 1663 |
|
|
2019
Q3 | $10.1M | Sell |
192,323
-29,120
| -13% | -$1.53M | ﹤0.01% | 1678 |
|
|
2019
Q2 | $10.5M | Buy |
221,443
+5,737
| +3% | +$271K | ﹤0.01% | 1693 |
|
|
2019
Q1 | $9.7M | Buy |
215,706
+1,753
| +0.8% | +$78.8K | ﹤0.01% | 1727 |
|
|
2018
Q4 | $9.28M | Sell |
213,953
-1,090
| -0.5% | -$47.3K | ﹤0.01% | 1672 |
|
|
2018
Q3 | $12.6M | Buy |
215,043
+84,610
| +65% | +$4.95M | ﹤0.01% | 1690 |
|
|
2018
Q2 | $8.02M | Sell |
130,433
-42,134
| -24% | -$2.59M | ﹤0.01% | 1907 |
|
|
2018
Q1 | $11.1M | Sell |
172,567
-22,625
| -12% | -$1.45M | 0.01% | 1580 |
|
|
2017
Q4 | $11.5M | Buy |
195,192
+3,410
| +2% | +$200K | 0.01% | 1511 |
|
|
2017
Q3 | $11.6M | Buy |
191,782
+51,656
| +37% | +$3.12M | 0.01% | 1459 |
|
|
2017
Q2 | $7.49M | Buy |
140,126
+94,905
| +210% | +$5.07M | ﹤0.01% | 1783 |
|
|
2017
Q1 | $2.43M | Sell |
45,221
-2,093
| -4% | -$112K | ﹤0.01% | 2493 |
|
|
2016
Q4 | $2.48M | Buy |
47,314
+31,633
| +202% | +$1.66M | ﹤0.01% | 2516 |
|
|
2016
Q3 | $560K | Buy |
15,681
+1,364
| +10% | +$48.7K | ﹤0.01% | 3137 |
|
|
2016
Q2 | $413K | Sell |
14,317
-817
| -5% | -$23.6K | ﹤0.01% | 3239 |
|
|
2016
Q1 | $458K | Buy |
+15,134
| New | +$458K | ﹤0.01% | 3199 |
|
|
2013
Q4 | – | Sell |
-727
| Closed | -$13K | – | 5340 |
|
|
2013
Q3 | $13K | Hold |
727
| – | – | ﹤0.01% | 4709 |
|
|
2013
Q2 | $12K | Buy |
+727
| New | +$12K | ﹤0.01% | 4640 |
|