PFC
Charles Schwab’s Premier Financial Corp. Common Stock PFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,254,516
| Closed | -$32.1M | – | 3526 |
|
|
2024
Q4 | $32.1M | Buy |
1,254,516
+9,998
| +0.8% | +$256K | 0.01% | 1419 |
|
|
2024
Q3 | $29.2M | Sell |
1,244,518
-71,933
| -5% | -$1.69M | 0.01% | 1475 |
|
|
2024
Q2 | $26.9M | Sell |
1,316,451
-23,846
| -2% | -$488K | 0.01% | 1485 |
|
|
2024
Q1 | $27.2M | Buy |
1,340,297
+275,199
| +26% | +$5.59M | 0.01% | 1432 |
|
|
2023
Q4 | $25.7M | Buy |
1,065,098
+48,257
| +5% | +$1.16M | 0.01% | 1430 |
|
|
2023
Q3 | $17.3M | Buy |
1,016,841
+124,126
| +14% | +$2.12M | 0.01% | 1585 |
|
|
2023
Q2 | $14.3M | Buy |
892,715
+85,588
| +11% | +$1.37M | ﹤0.01% | 1713 |
|
|
2023
Q1 | $16.7M | Sell |
807,127
-11,323
| -1% | -$235K | 0.01% | 1605 |
|
|
2022
Q4 | $22.1M | Buy |
818,450
+74,403
| +10% | +$2.01M | 0.01% | 1357 |
|
|
2022
Q3 | $19.1M | Buy |
744,047
+45,814
| +7% | +$1.18M | 0.01% | 1405 |
|
|
2022
Q2 | $17.7M | Buy |
698,233
+21,742
| +3% | +$551K | 0.01% | 1495 |
|
|
2022
Q1 | $20.5M | Buy |
676,491
+37,239
| +6% | +$1.13M | 0.01% | 1524 |
|
|
2021
Q4 | $19.8M | Sell |
639,252
-49,600
| -7% | -$1.53M | 0.01% | 1587 |
|
|
2021
Q3 | $21.9M | Buy |
688,852
+32,327
| +5% | +$1.03M | 0.01% | 1512 |
|
|
2021
Q2 | $18.7M | Buy |
656,525
+93,798
| +17% | +$2.66M | 0.01% | 1633 |
|
|
2021
Q1 | $18.7M | Sell |
562,727
-38,929
| -6% | -$1.29M | 0.01% | 1580 |
|
|
2020
Q4 | $13.8M | Buy |
601,656
+8,154
| +1% | +$188K | 0.01% | 1659 |
|
|
2020
Q3 | $9.24M | Buy |
593,502
+39,216
| +7% | +$611K | ﹤0.01% | 1749 |
|
|
2020
Q2 | $9.8M | Buy |
554,286
+269,172
| +94% | +$4.76M | ﹤0.01% | 1665 |
|
|
2020
Q1 | $4.2M | Buy |
285,114
+113,988
| +67% | +$1.68M | ﹤0.01% | 1918 |
|
|
2019
Q4 | $5.39M | Buy |
171,126
+8,259
| +5% | +$260K | ﹤0.01% | 1981 |
|
|
2019
Q3 | $4.72M | Buy |
162,867
+12,664
| +8% | +$367K | ﹤0.01% | 1991 |
|
|
2019
Q2 | $4.29M | Buy |
150,203
+34,444
| +30% | +$984K | ﹤0.01% | 2050 |
|
|
2019
Q1 | $3.33M | Buy |
115,759
+6,124
| +6% | +$176K | ﹤0.01% | 2171 |
|
|
2018
Q4 | $2.69M | Sell |
109,635
-752
| -0.7% | -$18.4K | ﹤0.01% | 2209 |
|
|
2018
Q3 | $3.32M | Buy |
110,387
+88,865
| +413% | +$2.68M | ﹤0.01% | 2246 |
|
|
2018
Q2 | $1.44M | Buy |
21,522
+1,700
| +9% | +$114K | ﹤0.01% | 2469 |
|
|
2018
Q1 | $1.14M | Hold |
19,822
| – | – | ﹤0.01% | 2483 |
|
|
2017
Q4 | $1.03M | Buy |
19,822
+1,040
| +6% | +$54.1K | ﹤0.01% | 2500 |
|
|
2017
Q3 | $986K | Buy |
18,782
+2,482
| +15% | +$130K | ﹤0.01% | 2511 |
|
|
2017
Q2 | $859K | Buy |
16,300
+3,600
| +28% | +$190K | ﹤0.01% | 2511 |
|
|
2017
Q1 | $629K | Sell |
12,700
-1,656
| -12% | -$82K | ﹤0.01% | 2569 |
|
|
2016
Q4 | $729K | Hold |
14,356
| – | – | ﹤0.01% | 2530 |
|
|
2016
Q3 | $641K | Sell |
14,356
-7,062
| -33% | -$315K | ﹤0.01% | 2533 |
|
|
2016
Q2 | $833K | Sell |
21,418
-5,538
| -21% | -$215K | ﹤0.01% | 2405 |
|
|
2016
Q1 | $1.04M | Sell |
26,956
-300
| -1% | -$11.5K | ﹤0.01% | 2334 |
|
|
2015
Q4 | $1.03M | Hold |
27,256
| – | – | ﹤0.01% | 2379 |
|
|
2015
Q3 | $997K | Hold |
27,256
| – | – | ﹤0.01% | 2383 |
|
|
2015
Q2 | $1.02M | Hold |
27,256
| – | – | ﹤0.01% | 2407 |
|
|
2015
Q1 | $895K | Hold |
27,256
| – | – | ﹤0.01% | 2408 |
|
|
2014
Q4 | $929K | Sell |
27,256
-5,392
| -17% | -$184K | ﹤0.01% | 2381 |
|
|
2014
Q3 | $882K | Sell |
32,648
-6,252
| -16% | -$169K | ﹤0.01% | 2360 |
|
|
2014
Q2 | $1.12M | Hold |
38,900
| – | – | ﹤0.01% | 2265 |
|
|
2014
Q1 | $1.06M | Hold |
38,900
| – | – | ﹤0.01% | 2261 |
|
|
2013
Q4 | $1.01M | Hold |
38,900
| – | – | ﹤0.01% | 2264 |
|
|
2013
Q3 | $937K | Hold |
38,900
| – | – | ﹤0.01% | 2241 |
|
|
2013
Q2 | $914K | Buy |
+38,900
| New | +$914K | ﹤0.01% | 2210 |
|