MAI Capital Management’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$14K Buy
2017
Q2
Sell
2017
Q1
$458K Buy
2016
Q4
$422K Sell
2016
Q3
$527K Hold
2016
Q2
$426K Buy
2016
Q1
$432K Buy
2015
Q4
$460K Buy
2015
Q3
$435K Sell
2015
Q2
$490K Hold
2015
Q1
$448K Hold
2014
Q4
$455K Hold
2014
Q3
$367K Hold
2014
Q2
$385K Hold
2014
Q1
$423K Hold
2013
Q4
$327K Buy