De Lisle Partners’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
$4.73M Buy
54,679
+1,500
+3% +$130K 0.67% 41
2025
Q1
$4.45M Hold
53,179
0.74% 37
2024
Q4
$4.59M Buy
53,179
+12,145
+30% +$1.05M 0.67% 41
2024
Q3
$3.29M Buy
41,034
+14,000
+52% +$1.12M 0.53% 54
2024
Q2
$2.04M Hold
27,034
0.45% 67
2024
Q1
$2.07M Buy
+27,034
New +$2.07M 0.48% 60