Coppell Advisory Solutions’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
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 +$33.2K 0.01% 610
2023
Q4
$32.5K Sell
439
-148
-25% -$9.64K 0.01% 595
2023
Q3
$43.8K Buy
+587
New +$36.7K 0.02% 361
2023
Q1
Sell
-587
Closed -$43.8K 811
2022
Q4
$43.8K Buy
+587
New +$42.8K 0.01% 363

Other funds holding PFBC

Coppell Advisory Solutions's PFBC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Preferred Bank (PFBC) in Q1 2025, closing a stake of 439 shares — an estimated $36.1K sold.

Coppell Advisory Solutions first reported a position in PFBC in Q4 2022 and held it in 6 quarters. The position peaked at $43.8K in Q3 2023. 221 funds tracked by Wall St. Rank hold PFBC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Preferred Bank position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 439 Preferred Bank shares in Q1 2025, an estimated $36.1K.
  • Coppell Advisory Solutions first reported a position in Preferred Bank in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Preferred Bank position peaked at $43.8K in Q3 2023.
  • 221 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.