Coppell Advisory Solutions’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-439
| Closed | -$36.1K | – | 1424 |
|
|
2024
Q4 | $36.1K | Hold |
439
| – | – | 0.01% | 687 |
|
|
2024
Q3 | $36.1K | Hold |
439
| – | – | 0.01% | 659 |
|
|
2024
Q2 | $33.1K | Buy |
+439
| New | +$33.1K | 0.01% | 610 |
|
|
2023
Q4 | $32.5K | Sell |
439
-148
| -25% | -$11K | 0.01% | 595 |
|
|
2023
Q3 | $43.8K | Buy |
+587
| New | +$43.8K | 0.02% | 361 |
|
|
2023
Q1 | – | Sell |
-587
| Closed | -$43.8K | – | 811 |
|
|
2022
Q4 | $43.8K | Buy |
+587
| New | +$43.8K | 0.01% | 363 |
|