IFP 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 | – | Hold |
0
| – | – | – | 2885 |
|
|
2025
Q1 | – | Sell |
-3
| Closed | -$259 | – | 4601 |
|
|
2024
Q4 | $259 | Buy |
3
+1
| +50% | +$86 | ﹤0.01% | 3619 |
|
|
2024
Q3 | $137 | Sell |
2
-271
| -99% | -$18.6K | ﹤0.01% | 3222 |
|
|
2024
Q2 | $20.6K | Sell |
273
-20
| -7% | -$1.51K | ﹤0.01% | 2069 |
|
|
2024
Q1 | $22.4K | Buy |
293
+6
| +2% | +$459 | ﹤0.01% | 1916 |
|
|
2023
Q4 | $21K | Buy |
287
+161
| +128% | +$11.8K | ﹤0.01% | 1888 |
|
|
2023
Q3 | $7.84K | Buy |
+126
| New | +$7.84K | ﹤0.01% | 2348 |
|