Dimensional Fund 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 | $52.6M | Sell |
608,249
-25,422
| -4% | -$2.2M | 0.01% | 1470 |
|
|
2025
Q1 | $53M | Sell |
633,671
-30,724
| -5% | -$2.57M | 0.01% | 1438 |
|
|
2024
Q4 | $57.4M | Sell |
664,395
-9,848
| -1% | -$851K | 0.01% | 1438 |
|
|
2024
Q3 | $54.1M | Sell |
674,243
-6,094
| -0.9% | -$489K | 0.01% | 1462 |
|
|
2024
Q2 | $51.4M | Buy |
680,337
+4,539
| +0.7% | +$343K | 0.01% | 1450 |
|
|
2024
Q1 | $51.9M | Buy |
675,798
+8,542
| +1% | +$656K | 0.01% | 1435 |
|
|
2023
Q4 | $48.7M | Buy |
667,256
+10,259
| +2% | +$749K | 0.01% | 1465 |
|
|
2023
Q3 | $40.9M | Buy |
656,997
+35,246
| +6% | +$2.19M | 0.01% | 1479 |
|
|
2023
Q2 | $34.2M | Sell |
621,751
-12,093
| -2% | -$665K | 0.01% | 1631 |
|
|
2023
Q1 | $34.7M | Buy |
633,844
+24,494
| +4% | +$1.34M | 0.01% | 1598 |
|
|
2022
Q4 | $45.5K | Buy |
609,350
+716
| +0.1% | +$53 | 0.01% | 1379 |
|
|
2022
Q3 | $39.7M | Sell |
608,634
-1,084
| -0.2% | -$70.7K | 0.02% | 1406 |
|
|
2022
Q2 | $41.5M | Sell |
609,718
-13,064
| -2% | -$889K | 0.01% | 1424 |
|
|
2022
Q1 | $46.1M | Buy |
622,782
+767
| +0.1% | +$56.8K | 0.01% | 1473 |
|
|
2021
Q4 | $44.7M | Buy |
622,015
+377
| +0.1% | +$27.1K | 0.01% | 1490 |
|
|
2021
Q3 | $41.5M | Buy |
621,638
+4,868
| +0.8% | +$325K | 0.01% | 1547 |
|
|
2021
Q2 | $39M | Sell |
616,770
-13,702
| -2% | -$867K | 0.01% | 1628 |
|
|
2021
Q1 | $40.2M | Sell |
630,472
-24,027
| -4% | -$1.53M | 0.01% | 1607 |
|
|
2020
Q4 | $33M | Sell |
654,499
-10,797
| -2% | -$545K | 0.01% | 1695 |
|
|
2020
Q3 | $21.4M | Buy |
665,296
+2,213
| +0.3% | +$71.1K | 0.01% | 1813 |
|
|
2020
Q2 | $28.4M | Buy |
663,083
+26,273
| +4% | +$1.13M | 0.01% | 1646 |
|
|
2020
Q1 | $21.5M | Sell |
636,810
-44,203
| -6% | -$1.49M | 0.01% | 1693 |
|
|
2019
Q4 | $40.9M | Sell |
681,013
-8,983
| -1% | -$540K | 0.01% | 1606 |
|
|
2019
Q3 | $36.1M | Buy |
689,996
+2,784
| +0.4% | +$146K | 0.01% | 1655 |
|
|
2019
Q2 | $32.5M | Buy |
687,212
+23,821
| +4% | +$1.13M | 0.01% | 1771 |
|
|
2019
Q1 | $29.8M | Buy |
663,391
+50,081
| +8% | +$2.25M | 0.01% | 1829 |
|
|
2018
Q4 | $26.6M | Buy |
613,310
+24,728
| +4% | +$1.07M | 0.01% | 1822 |
|
|
2018
Q3 | $34.4M | Buy |
588,582
+25,264
| +4% | +$1.48M | 0.01% | 1790 |
|
|
2018
Q2 | $34.6M | Buy |
563,318
+16,749
| +3% | +$1.03M | 0.01% | 1765 |
|
|
2018
Q1 | $35.1M | Buy |
546,569
+5,654
| +1% | +$363K | 0.01% | 1706 |
|
|
2017
Q4 | $31.8M | Buy |
540,915
+15,590
| +3% | +$916K | 0.01% | 1777 |
|
|
2017
Q3 | $31.7M | Buy |
525,325
+40,270
| +8% | +$2.43M | 0.01% | 1738 |
|
|
2017
Q2 | $25.9M | Buy |
485,055
+10,311
| +2% | +$551K | 0.01% | 1861 |
|
|
2017
Q1 | $25.5M | Buy |
474,744
+30,981
| +7% | +$1.66M | 0.01% | 1840 |
|
|
2016
Q4 | $23.3M | Buy |
443,763
+37,377
| +9% | +$1.96M | 0.01% | 1864 |
|
|
2016
Q3 | $14.5M | Buy |
406,386
+13,166
| +3% | +$471K | 0.01% | 2095 |
|
|
2016
Q2 | $11.4M | Buy |
393,220
+25,934
| +7% | +$749K | 0.01% | 2182 |
|
|
2016
Q1 | $11.1M | Buy |
367,286
+32,887
| +10% | +$995K | 0.01% | 2161 |
|
|
2015
Q4 | $11M | Buy |
334,399
+40,658
| +14% | +$1.34M | 0.01% | 2175 |
|
|
2015
Q3 | $9.28M | Buy |
293,741
+14,380
| +5% | +$454K | 0.01% | 2256 |
|
|
2015
Q2 | $8.4M | Buy |
279,361
+8,004
| +3% | +$241K | 0.01% | 2359 |
|
|
2015
Q1 | $7.45M | Buy |
271,357
+9,510
| +4% | +$261K | ﹤0.01% | 2382 |
|
|
2014
Q4 | $7.3M | Buy |
261,847
+17,036
| +7% | +$475K | ﹤0.01% | 2406 |
|
|
2014
Q3 | $5.51M | Buy |
244,811
+781
| +0.3% | +$17.6K | ﹤0.01% | 2511 |
|
|
2014
Q2 | $5.77M | Buy |
244,030
+3,899
| +2% | +$92.2K | ﹤0.01% | 2504 |
|
|
2014
Q1 | $6.23M | Buy |
240,131
+1,700
| +0.7% | +$44.1K | ﹤0.01% | 2465 |
|
|
2013
Q4 | $4.78M | Buy |
238,431
+1,121
| +0.5% | +$22.5K | ﹤0.01% | 2574 |
|
|
2013
Q3 | $4.22M | Buy |
237,310
+2,992
| +1% | +$53.2K | ﹤0.01% | 2618 |
|
|
2013
Q2 | $3.86M | Buy |
+234,318
| New | +$3.86M | ﹤0.01% | 2593 |
|