NewEdge Wealth’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	$627K	Buy	6,975 +850	+14%	+$76.4K	0.01%	642
2025 Q1	$512K	Buy	6,125 +931	+18%	+$77.9K	0.01%	644
2024 Q4	$449K	Buy	+5,194	New	+$449K	0.01%	669