EverSource Wealth Advisors’s Preferred Bank PFBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6K | Buy |
331
+306
| +1,224% | +$26.5K | ﹤0.01% | 2005 |
|
|
2025
Q1 | $2.09K | Sell |
25
-7
| -22% | -$586 | ﹤0.01% | 2906 |
|
|
2024
Q4 | $2.76K | Buy |
+32
| New | +$2.76K | ﹤0.01% | 2589 |
|
|
2023
Q2 | – | Sell |
-28
| Closed | -$1.54K | – | 2587 |
|
|
2023
Q1 | $1.54K | Sell |
28
-47
| -63% | -$2.58K | ﹤0.01% | 2016 |
|
|
2022
Q4 | $5.6K | Hold |
75
| – | – | ﹤0.01% | 1556 |
|
|
2022
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 1391 |
|
|
2022
Q2 | $5K | Hold |
75
| – | – | ﹤0.01% | 1280 |
|
|
2022
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 1188 |
|
|
2021
Q4 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 1271 |
|