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 |
|