IFP Advisors’s Preferred Bank PFBC Stock Holding History

IFP Advisors’s Portfolio PFBC Stock Details PFBC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.21K	Buy
2025 Q3	$181	Buy
2025 Q2	–	Hold
2025 Q1	–	Sell
2024 Q4	$259	Buy
2024 Q3	$137	Sell
2024 Q2	$20.6K	Sell
2024 Q1	$22.4K	Buy
2023 Q4	$21K	Buy
2023 Q3	$7.84K	Buy