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
2026
Q1
$545 Buy
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