CAL
PFC

Capital Advisors Ltd’s Premier Financial Corp. Common Stock PFC Stock Holding History

Capital Advisors Ltd’s Portfolio PFC Stock Details PFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-322
Closed -$8K – 1631
2024
Q4 		$8K Hold
322
– – ﹤0.01% 845
2024
Q3 		$8K Hold
322
– – ﹤0.01% 839
2024
Q2 		$7K Hold
322
– – ﹤0.01% 861
2024
Q1 		$7K Hold
322
– – ﹤0.01% 818
2023
Q4 		$8K Hold
322
– – ﹤0.01% 740
2023
Q3 		$5K Hold
322
– – ﹤0.01% 847
2023
Q2 		$5K Buy
+322
New +$5.29K ﹤0.01% 858

Other funds holding PFC

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Capital Advisors Ltd's PFC Position: Q1 2025 in Review

Capital Advisors Ltd sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2025, closing a stake of 322 shares — an estimated $8K sold.

Capital Advisors Ltd first reported a position in PFC in Q2 2023 and held it in 7 quarters. The position peaked at $8K in Q4 2024. 2 funds tracked by Wall St. Rank hold PFC as of Q1 2025.

  • Capital Advisors Ltd reported no remaining Premier Financial Corp. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 322 Premier Financial Corp. Common Stock shares in Q1 2025, an estimated $8K.
  • Capital Advisors Ltd first reported a position in Premier Financial Corp. Common Stock in Q2 2023 and held it in 7 quarters.
  • Capital Advisors Ltd's Premier Financial Corp. Common Stock position peaked at $8K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.