Mather Group’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	–	Sell	-30	Closed	-$2.51K	–	1404
2025 Q1	$2.51K	Hold	30	–	–	﹤0.01%	1536
2024 Q4	$2.59K	Hold	30	–	–	﹤0.01%	1495
2024 Q3	$2.41K	Hold	30	–	–	﹤0.01%	1443
2024 Q2	$2.3K	Buy	+30	New	+$2.3K	﹤0.01%	1849