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 |
|