Envestnet Asset Management’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $979K | Buy |
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|
2023
Q3 | $820K | Buy |
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|
2023
Q2 | $459K | Buy |
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|
2023
Q1 | $452K | Sell |
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|
2022
Q4 | $636K | Sell |
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|
2022
Q3 | $562K | Sell |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $613K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Sell |
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|
2016
Q4 | $7K | Buy |
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