Creative Planning’s Premier Financial Corp. Common Stock PFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-57,735
| Closed | -$1.48M | – | 3742 |
|
|
2024
Q4 | $1.48M | Buy |
57,735
+11,314
| +24% | +$289K | ﹤0.01% | 1340 |
|
|
2024
Q3 | $1.09M | Buy |
46,421
+2,500
| +6% | +$58.7K | ﹤0.01% | 1452 |
|
|
2024
Q2 | $899K | Buy |
43,921
+3,345
| +8% | +$68.4K | ﹤0.01% | 1480 |
|
|
2024
Q1 | $824K | Buy |
40,576
+1,868
| +5% | +$37.9K | ﹤0.01% | 1470 |
|
|
2023
Q4 | $933K | Buy |
38,708
+1,768
| +5% | +$42.6K | ﹤0.01% | 1267 |
|
|
2023
Q3 | $630K | Buy |
36,940
+2,494
| +7% | +$42.5K | ﹤0.01% | 1407 |
|
|
2023
Q2 | $552K | Buy |
34,446
+8,550
| +33% | +$137K | ﹤0.01% | 1480 |
|
|
2023
Q1 | $537K | Buy |
25,896
+1,363
| +6% | +$28.3K | ﹤0.01% | 1415 |
|
|
2022
Q4 | $662K | Buy |
24,533
+16,058
| +189% | +$433K | ﹤0.01% | 1264 |
|
|
2022
Q3 | $218K | Sell |
8,475
-15,219
| -64% | -$391K | ﹤0.01% | 1840 |
|
|
2022
Q2 | $600K | Buy |
23,694
+15,274
| +181% | +$387K | ﹤0.01% | 1211 |
|
|
2022
Q1 | $255K | Buy |
+8,420
| New | +$255K | ﹤0.01% | 1738 |
|
|
2016
Q3 | – | Sell |
-30
| Closed | -$1K | – | 4532 |
|
|
2016
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 4094 |
|
|
2016
Q1 | $1K | Sell |
30
-30
| -50% | -$1K | ﹤0.01% | 4076 |
|
|
2015
Q4 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 4140 |
|