HBK Sorce Advisory’s Premier Financial Corp. Common Stock PFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,976
Closed -$306K 623
2024
Q4
$306K Sell
11,976
-793
-6% -$20.3K 0.01% 448
2024
Q3
$300K Buy
12,769
+120
+0.9% +$2.82K 0.01% 451
2024
Q2
$259K Sell
12,649
-915
-7% -$18.7K 0.01% 476
2024
Q1
$275K Buy
13,564
+1,057
+8% +$21.5K 0.01% 475
2023
Q4
$301K Buy
+12,507
New +$301K 0.01% 419
2023
Q1
Sell
-19,648
Closed -$530K 839
2022
Q4
$530K Buy
19,648
+9,074
+86% +$245K 0.01% 401
2022
Q3
$272K Buy
10,574
+750
+8% +$19.3K 0.02% 385
2022
Q2
$249K Hold
9,824
0.02% 379
2022
Q1
$298K Buy
9,824
+394
+4% +$12K 0.02% 398
2021
Q4
$291K Hold
9,430
0.01% 451
2021
Q3
$300K Sell
9,430
-506
-5% -$16.1K 0.02% 440
2021
Q2
$282K Sell
9,936
-491
-5% -$13.9K 0.02% 465
2021
Q1
$347K Sell
10,427
-223
-2% -$7.42K 0.02% 374
2020
Q4
$245K Sell
10,650
-688
-6% -$15.8K 0.02% 431
2020
Q3
$177K Sell
11,338
-1,144
-9% -$17.9K 0.01% 429
2020
Q2
$221K Buy
12,482
+944
+8% +$16.7K 0.02% 385
2020
Q1
$170K Buy
+11,538
New +$170K 0.02% 369