Copeland Capital Management’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 | $73.1K | Buy |
845
+118
| +16% | +$10.2K | ﹤0.01% | 170 |
|
|
2025
Q1 | $60.8K | Buy |
727
+39
| +6% | +$3.26K | ﹤0.01% | 167 |
|
|
2024
Q4 | $59.4K | Buy |
688
+9
| +1% | +$777 | ﹤0.01% | 180 |
|
|
2024
Q3 | $54.5K | Buy |
+679
| New | +$54.5K | ﹤0.01% | 176 |
|
|
2024
Q2 | – | Sell |
-459
| Closed | -$35.2K | – | 216 |
|
|
2024
Q1 | $35.2K | Buy |
+459
| New | +$35.2K | ﹤0.01% | 172 |
|
|
2020
Q1 | – | Sell |
-290
| Closed | -$17K | – | 304 |
|
|
2019
Q4 | $17K | Hold |
290
| – | – | ﹤0.01% | 189 |
|
|
2019
Q3 | $15K | Hold |
290
| – | – | ﹤0.01% | 195 |
|
|
2019
Q2 | $14K | Buy |
290
+11
| +4% | +$531 | ﹤0.01% | 204 |
|
|
2019
Q1 | $13K | Buy |
279
+59
| +27% | +$2.75K | ﹤0.01% | 195 |
|
|
2018
Q4 | $10K | Buy |
+220
| New | +$10K | ﹤0.01% | 210 |
|