Covestor’s Premier Financial Corp. Common Stock PFC Stock Holding History

Covestor’s Portfolio PFC Stock Details PFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-63	Closed	-$2K	–	2849
2024 Q4	$2K	Sell	63 -21	-25%	-$548	﹤0.01%	1960
2024 Q3	$2K	Buy	84 +5	+6%	+$119	﹤0.01%	1871
2024 Q2	$2K	Buy	79 +28	+55%	+$557	﹤0.01%	1904
2024 Q1	$1K	Sell	51 -59	-54%	-$1.23K	﹤0.01%	2158
2023 Q4	$3K	Sell	110 -7	-6%	-$138	﹤0.01%	1815
2023 Q3	$2K	Buy	117 +30	+34%	+$564	﹤0.01%	1866
2023 Q2	$1K	Buy	87 +11	+14%	+$181	﹤0.01%	2044
2023 Q1	$2K	Buy	76 +61	+407%	+$1.49K	﹤0.01%	1807
2022 Q4	$0	Sell	15 -51	-77%	-$1.43K	﹤0.01%	2712
2022 Q3	$2K	Sell	66 -44	-40%	-$1.19K	﹤0.01%	1759
2022 Q2	$3K	Sell	110 -33	-23%	-$891	﹤0.01%	1574
2022 Q1	$4K	Buy	143 +40	+39%	+$1.23K	﹤0.01%	1578
2021 Q4	$3K	Buy	+103	New	+$3.24K	﹤0.01%	1505

Other funds holding PFC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Covestor's PFC Position: Q1 2025 in Review

Covestor sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2025, closing a stake of 63 shares — an estimated $2K sold.

Covestor first reported a position in PFC in Q4 2021 and held it in 13 quarters. The position peaked at $4K in Q1 2022. 2 funds tracked by Wall St. Rank hold PFC as of Q1 2025.

Covestor reported no remaining Premier Financial Corp. Common Stock position as of Q1 2025 after selling out during the quarter.
Covestor sold 63 Premier Financial Corp. Common Stock shares in Q1 2025, an estimated $2K.
Covestor first reported a position in Premier Financial Corp. Common Stock in Q4 2021 and held it in 13 quarters.
Covestor's Premier Financial Corp. Common Stock position peaked at $4K in Q1 2022.
2 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2025.

Based on Covestor's 13F filing for Q1 2025, filed 12 May 2025.