Fidelity Investments’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 | $1.47M | Sell |
17,017
-639
| -4% | -$55.3K | ﹤0.01% | 2594 |
|
2025
Q1 | $1.48M | Buy |
17,656
+10,300
| +140% | +$862K | ﹤0.01% | 2550 |
|
2024
Q4 | $635K | Buy |
7,356
+682
| +10% | +$58.9K | ﹤0.01% | 2828 |
|
2024
Q3 | $536K | Buy |
6,674
+271
| +4% | +$21.7K | ﹤0.01% | 2823 |
|
2024
Q2 | $483K | Buy |
6,403
+46
| +0.7% | +$3.47K | ﹤0.01% | 2743 |
|
2024
Q1 | $488K | Buy |
6,357
+1,348
| +27% | +$103K | ﹤0.01% | 2725 |
|
2023
Q4 | $366K | Sell |
5,009
-66,403
| -93% | -$4.85M | ﹤0.01% | 2771 |
|
2023
Q3 | $4.45M | Sell |
71,412
-387,443
| -84% | -$24.1M | ﹤0.01% | 2078 |
|
2023
Q2 | $25.2M | Sell |
458,855
-468,072
| -50% | -$25.7M | ﹤0.01% | 1550 |
|
2023
Q1 | $50.8M | Buy |
926,927
+46,048
| +5% | +$2.52M | ﹤0.01% | 1257 |
|
2022
Q4 | $65.7M | Sell |
880,879
-8,152
| -0.9% | -$608K | 0.01% | 1135 |
|
2022
Q3 | $58M | Sell |
889,031
-72,164
| -8% | -$4.71M | 0.01% | 1188 |
|
2022
Q2 | $65.4M | Sell |
961,195
-14,554
| -1% | -$990K | 0.01% | 1137 |
|
2022
Q1 | $72.3M | Buy |
975,749
+57,168
| +6% | +$4.24M | 0.01% | 1228 |
|
2021
Q4 | $65.9M | Buy |
918,581
+20,300
| +2% | +$1.46M | ﹤0.01% | 1303 |
|
2021
Q3 | $59.9M | Buy |
898,281
+20,185
| +2% | +$1.35M | ﹤0.01% | 1341 |
|
2021
Q2 | $55.6M | Buy |
878,096
+25,305
| +3% | +$1.6M | ﹤0.01% | 1381 |
|
2021
Q1 | $54.3M | Buy |
852,791
+23,895
| +3% | +$1.52M | ﹤0.01% | 1361 |
|
2020
Q4 | $41.8M | Buy |
828,896
+141,000
| +20% | +$7.12M | ﹤0.01% | 1391 |
|
2020
Q3 | $22.1M | Buy |
687,896
+85,694
| +14% | +$2.75M | ﹤0.01% | 1517 |
|
2020
Q2 | $25.8M | Buy |
602,202
+209,527
| +53% | +$8.98M | ﹤0.01% | 1445 |
|
2020
Q1 | $13.3M | Buy |
392,675
+257,008
| +189% | +$8.69M | ﹤0.01% | 1588 |
|
2019
Q4 | $8.15M | Buy |
135,667
+49,472
| +57% | +$2.97M | ﹤0.01% | 1916 |
|
2019
Q3 | $4.52M | Buy |
86,195
+12,000
| +16% | +$629K | ﹤0.01% | 2086 |
|
2019
Q2 | $3.51M | Hold |
74,195
| – | – | ﹤0.01% | 2197 |
|
2019
Q1 | $3.34M | Sell |
74,195
-239,666
| -76% | -$10.8M | ﹤0.01% | 2187 |
|
2018
Q4 | $13.6M | Sell |
313,861
-339,939
| -52% | -$14.7M | ﹤0.01% | 1700 |
|
2018
Q3 | $38.2M | Sell |
653,800
-242,326
| -27% | -$14.2M | ﹤0.01% | 1402 |
|
2018
Q2 | $55.1M | Buy |
896,126
+209,615
| +31% | +$12.9M | 0.01% | 1236 |
|
2018
Q1 | $44.1M | Buy |
686,511
+320,009
| +87% | +$20.5M | 0.01% | 1356 |
|
2017
Q4 | $21.5M | Buy |
366,502
+56,702
| +18% | +$3.33M | ﹤0.01% | 1690 |
|
2017
Q3 | $18.7M | Buy |
309,800
+97,530
| +46% | +$5.89M | ﹤0.01% | 1717 |
|
2017
Q2 | $11.4M | Sell |
212,270
-6,328
| -3% | -$338K | ﹤0.01% | 1902 |
|
2017
Q1 | $11.7M | Buy |
218,598
+3,160
| +1% | +$170K | ﹤0.01% | 1913 |
|
2016
Q4 | $11.3M | Sell |
215,438
-82,445
| -28% | -$4.32M | ﹤0.01% | 1924 |
|
2016
Q3 | $10.6M | Sell |
297,883
-42,647
| -13% | -$1.52M | ﹤0.01% | 1964 |
|
2016
Q2 | $9.83M | Buy |
340,530
+109,630
| +47% | +$3.17M | ﹤0.01% | 1977 |
|
2016
Q1 | $6.99M | Buy |
+230,900
| New | +$6.99M | ﹤0.01% | 2065 |
|