Dana Investment Advisors’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03M | Sell |
81,211
-1,640
| -2% | -$142K | 0.23% | 111 |
|
|
2025
Q1 | $6.93M | Sell |
82,851
-2,270
| -3% | -$190K | 0.25% | 102 |
|
|
2024
Q4 | $7.35M | Sell |
85,121
-4,237
| -5% | -$366K | 0.24% | 106 |
|
|
2024
Q3 | $7.17M | Sell |
89,358
-9,233
| -9% | -$741K | 0.24% | 115 |
|
|
2024
Q2 | $7.44M | Buy |
98,591
+6,809
| +7% | +$514K | 0.25% | 110 |
|
|
2024
Q1 | $7.05M | Buy |
91,782
+82,404
| +879% | +$6.33M | 0.23% | 124 |
|
|
2023
Q4 | $685K | Sell |
9,378
-922
| -9% | -$67.4K | 0.03% | 294 |
|
|
2023
Q3 | $641K | Sell |
10,300
-3,092
| -23% | -$192K | 0.03% | 283 |
|
|
2023
Q2 | $736K | Buy |
13,392
+1,205
| +10% | +$66.3K | 0.04% | 268 |
|
|
2023
Q1 | $668K | Sell |
12,187
-764
| -6% | -$41.9K | 0.03% | 284 |
|
|
2022
Q4 | $966K | Buy |
12,951
+104
| +0.8% | +$7.76K | 0.05% | 229 |
|
|
2022
Q3 | $838K | Sell |
12,847
-494
| -4% | -$32.2K | 0.05% | 237 |
|
|
2022
Q2 | $907K | Sell |
13,341
-402
| -3% | -$27.3K | 0.05% | 239 |
|
|
2022
Q1 | $1.02M | Buy |
+13,743
| New | +$1.02M | 0.05% | 212 |
|