Jacobs Levy Equity Management’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 | $757K | Sell |
8,745
-25
| -0.3% | -$2.16K | ﹤0.01% | 812 |
|
|
2025
Q1 | $734K | Buy |
+8,770
| New | +$734K | ﹤0.01% | 867 |
|
|
2024
Q4 | – | Sell |
-11,065
| Closed | -$888K | – | 1023 |
|
|
2024
Q3 | $888K | Hold |
11,065
| – | – | ﹤0.01% | 744 |
|
|
2024
Q2 | $835K | Sell |
11,065
-14,226
| -56% | -$1.07M | ﹤0.01% | 775 |
|
|
2024
Q1 | $1.94M | Sell |
25,291
-6,239
| -20% | -$479K | 0.01% | 601 |
|
|
2023
Q4 | $2.3M | Buy |
31,530
+73
| +0.2% | +$5.33K | 0.01% | 578 |
|
|
2023
Q3 | $1.96M | Buy |
31,457
+25,372
| +417% | +$1.58M | 0.01% | 557 |
|
|
2023
Q2 | $335K | Sell |
6,085
-46,927
| -89% | -$2.58M | ﹤0.01% | 861 |
|
|
2023
Q1 | $2.91M | Buy |
53,012
+6,743
| +15% | +$370K | 0.02% | 502 |
|
|
2022
Q4 | $3.45M | Buy |
46,269
+3,282
| +8% | +$245K | 0.02% | 457 |
|
|
2022
Q3 | $2.8M | Buy |
42,987
+609
| +1% | +$39.7K | 0.02% | 498 |
|
|
2022
Q2 | $2.88M | Buy |
42,378
+10,511
| +33% | +$715K | 0.02% | 518 |
|
|
2022
Q1 | $2.36M | Sell |
31,867
-6,155
| -16% | -$456K | 0.02% | 590 |
|
|
2021
Q4 | $2.73M | Sell |
38,022
-741
| -2% | -$53.2K | 0.02% | 554 |
|
|
2021
Q3 | $2.59M | Sell |
38,763
-2,438
| -6% | -$163K | 0.02% | 561 |
|
|
2021
Q2 | $2.61M | Buy |
41,201
+7,742
| +23% | +$490K | 0.02% | 553 |
|
|
2021
Q1 | $2.13M | Sell |
33,459
-45,549
| -58% | -$2.9M | 0.02% | 586 |
|
|
2020
Q4 | $3.99M | Sell |
79,008
-16,717
| -17% | -$844K | 0.04% | 436 |
|
|
2020
Q3 | $3.08M | Sell |
95,725
-3,475
| -4% | -$112K | 0.03% | 437 |
|
|
2020
Q2 | $4.25M | Buy |
99,200
+49,573
| +100% | +$2.12M | 0.05% | 374 |
|
|
2020
Q1 | $1.68M | Buy |
+49,627
| New | +$1.68M | 0.02% | 516 |
|
|
2018
Q3 | – | Sell |
-44,145
| Closed | -$2.71M | – | 1052 |
|
|
2018
Q2 | $2.71M | Buy |
44,145
+29,005
| +192% | +$1.78M | 0.04% | 440 |
|
|
2018
Q1 | $972K | Sell |
15,140
-570
| -4% | -$36.6K | 0.02% | 643 |
|
|
2017
Q4 | $923K | Sell |
15,710
-1,020
| -6% | -$59.9K | 0.02% | 628 |
|
|
2017
Q3 | $1.01M | Buy |
16,730
+1,640
| +11% | +$99K | 0.02% | 583 |
|
|
2017
Q2 | $807K | Buy |
15,090
+1,690
| +13% | +$90.4K | 0.02% | 607 |
|
|
2017
Q1 | $719K | Sell |
13,400
-100
| -0.7% | -$5.37K | 0.01% | 613 |
|
|
2016
Q4 | $708K | Hold |
13,500
| – | – | 0.01% | 619 |
|
|
2016
Q3 | $483K | Hold |
13,500
| – | – | 0.01% | 720 |
|
|
2016
Q2 | $390K | Buy |
13,500
+3,470
| +35% | +$100K | 0.01% | 822 |
|
|
2016
Q1 | $303K | Buy |
+10,030
| New | +$303K | 0.01% | 868 |
|
|
2014
Q1 | – | Sell |
-11,544
| Closed | -$231K | – | 984 |
|
|
2013
Q4 | $231K | Sell |
11,544
-4,591
| -28% | -$91.9K | ﹤0.01% | 854 |
|
|
2013
Q3 | $287K | Sell |
16,135
-4,109
| -20% | -$73.1K | ﹤0.01% | 803 |
|
|
2013
Q2 | $334K | Buy |
+20,244
| New | +$334K | 0.01% | 801 |
|