Envestnet Asset Management’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 | $1.18M | Buy |
13,581
+187
| +1% | +$16.2K | ﹤0.01% | 3179 |
|
|
2025
Q1 | $1.12M | Sell |
13,394
-432
| -3% | -$36.1K | ﹤0.01% | 3132 |
|
|
2024
Q4 | $1.19M | Buy |
13,826
+1,219
| +10% | +$105K | ﹤0.01% | 3047 |
|
|
2024
Q3 | $1.01M | Sell |
12,607
-973
| -7% | -$78.1K | ﹤0.01% | 3129 |
|
|
2024
Q2 | $1.03M | Buy |
13,580
+8
| +0.1% | +$604 | ﹤0.01% | 3031 |
|
|
2024
Q1 | $1.04M | Buy |
13,572
+172
| +1% | +$13.2K | ﹤0.01% | 3001 |
|
|
2023
Q4 | $979K | Buy |
13,400
+227
| +2% | +$16.6K | ﹤0.01% | 2951 |
|
|
2023
Q3 | $820K | Buy |
13,173
+4,834
| +58% | +$301K | ﹤0.01% | 2947 |
|
|
2023
Q2 | $459K | Buy |
8,339
+91
| +1% | +$5K | ﹤0.01% | 3265 |
|
|
2023
Q1 | $452K | Sell |
8,248
-276
| -3% | -$15.1K | ﹤0.01% | 3206 |
|
|
2022
Q4 | $636K | Sell |
8,524
-93
| -1% | -$6.94K | ﹤0.01% | 2953 |
|
|
2022
Q3 | $562K | Sell |
8,617
-335
| -4% | -$21.8K | ﹤0.01% | 2944 |
|
|
2022
Q2 | $609K | Buy |
8,952
+678
| +8% | +$46.1K | ﹤0.01% | 2950 |
|
|
2022
Q1 | $613K | Buy |
+8,274
| New | +$613K | ﹤0.01% | 3003 |
|
|
2017
Q2 | – | Sell |
-62
| Closed | -$3K | – | 3109 |
|
|
2017
Q1 | $3K | Sell |
62
-68
| -52% | -$3.29K | ﹤0.01% | 2970 |
|
|
2016
Q4 | $7K | Buy |
+130
| New | +$7K | ﹤0.01% | 2826 |
|