Copeland Capital Management’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $75.7K | Sell |
|
|||||
|
2025
Q2 | $73.1K | Buy |
|
|||||
|
2025
Q1 | $60.8K | Buy |
|
|||||
|
2024
Q4 | $59.4K | Buy |
|
|||||
|
2024
Q3 | $54.5K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $35.2K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $17K | Hold |
|
|||||
|
2019
Q3 | $15K | Hold |
|
|||||
|
2019
Q2 | $14K | Buy |
|
|||||
|
2019
Q1 | $13K | Buy |
|
|||||
|
2018
Q4 | $10K | Buy |
|