Meritage Portfolio 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 Q1	–	Sell	-14,729	Closed	-$1.27M	–	337
2024 Q4	$1.27M	Buy	14,729 +10,171	+223%	+$879K	0.08%	183
2024 Q3	$366K	Buy	+4,558	New	+$366K	0.02%	285