Mount Yale Investment Advisors’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 | $296K | Buy |
3,417
+58
| +2% | +$5.02K | 0.02% | 462 |
|
|
2025
Q1 | $281K | Sell |
3,359
-40
| -1% | -$3.35K | 0.02% | 456 |
|
|
2024
Q4 | $294K | Buy |
3,399
+51
| +2% | +$4.41K | 0.02% | 447 |
|
|
2024
Q3 | $269K | Sell |
3,348
-28
| -0.8% | -$2.25K | 0.03% | 468 |
|
|
2024
Q2 | $255K | Sell |
3,376
-52
| -2% | -$3.93K | 0.02% | 476 |
|
|
2024
Q1 | $263K | Sell |
3,428
-45
| -1% | -$3.46K | 0.02% | 481 |
|
|
2023
Q4 | $254K | Buy |
+3,473
| New | +$254K | 0.02% | 448 |
|
|
2023
Q1 | – | Sell |
-3,156
| Closed | -$236K | – | 519 |
|
|
2022
Q4 | $236K | Sell |
3,156
-536
| -15% | -$40K | 0.03% | 406 |
|
|
2022
Q3 | $241K | Sell |
3,692
-58
| -2% | -$3.79K | 0.03% | 381 |
|
|
2022
Q2 | $255K | Buy |
3,750
+360
| +11% | +$24.5K | 0.03% | 389 |
|
|
2022
Q1 | $251K | Buy |
3,390
+261
| +8% | +$19.3K | 0.03% | 409 |
|
|
2021
Q4 | $225K | Sell |
3,129
-52
| -2% | -$3.74K | 0.02% | 427 |
|
|
2021
Q3 | $212K | Sell |
3,181
-14
| -0.4% | -$933 | 0.02% | 435 |
|
|
2021
Q2 | $202K | Sell |
3,195
-39
| -1% | -$2.47K | 0.02% | 411 |
|
|
2021
Q1 | $206K | Buy |
+3,234
| New | +$206K | 0.03% | 392 |
|
|
2018
Q4 | – | Sell |
-2,116
| Closed | -$112K | – | 646 |
|
|
2018
Q3 | $112K | Buy |
2,116
+144
| +7% | +$7.62K | 0.02% | 404 |
|
|
2018
Q2 | $121K | Sell |
1,972
-33
| -2% | -$2.03K | 0.02% | 401 |
|
|
2018
Q1 | $129K | Buy |
+2,005
| New | +$129K | 0.03% | 381 |
|