Farther Finance 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 | $606 | Sell |
7
-11
| -61% | -$952 | ﹤0.01% | 3999 |
|
2025
Q1 | $1.51K | Hold |
18
| – | – | ﹤0.01% | 3484 |
|
2024
Q4 | $1.56K | Hold |
18
| – | – | ﹤0.01% | 3099 |
|
2024
Q3 | $1.45K | Buy |
18
+2
| +13% | +$161 | ﹤0.01% | 3113 |
|
2024
Q2 | $1.2K | Hold |
16
| – | – | ﹤0.01% | 2999 |
|
2024
Q1 | $1.22K | Buy |
16
+5
| +45% | +$381 | ﹤0.01% | 2697 |
|
2023
Q4 | $804 | Sell |
11
-13
| -54% | -$950 | ﹤0.01% | 2813 |
|
2023
Q3 | $1.49K | Hold |
24
| – | – | ﹤0.01% | 1960 |
|
2023
Q2 | $1.32K | Hold |
24
| – | – | ﹤0.01% | 1889 |
|
2023
Q1 | $1.32K | Hold |
24
| – | – | ﹤0.01% | 1776 |
|
2022
Q4 | $1.79K | Buy |
+24
| New | +$1.79K | ﹤0.01% | 1491 |
|