Nisa 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 | $779 | Buy |
9
+3
| +50% | +$260 | ﹤0.01% | 2785 |
|
|
2025
Q1 | $502 | Hold |
6
| – | – | ﹤0.01% | 2792 |
|
|
2024
Q4 | $518 | Hold |
6
| – | – | ﹤0.01% | 2827 |
|
|
2024
Q3 | $482 | Hold |
6
| – | – | ﹤0.01% | 2727 |
|
|
2024
Q2 | $453 | Hold |
6
| – | – | ﹤0.01% | 2705 |
|
|
2024
Q1 | $461 | Hold |
6
| – | – | ﹤0.01% | 2513 |
|
|
2023
Q4 | $438 | Hold |
6
| – | – | ﹤0.01% | 2439 |
|
|
2023
Q3 | $374 | Buy |
+6
| New | +$374 | ﹤0.01% | 2582 |
|
|
2023
Q2 | – | Sell |
-19
| Closed | -$1K | – | 2852 |
|
|
2023
Q1 | $1K | Sell |
19
-800
| -98% | -$42.1K | ﹤0.01% | 2433 |
|
|
2022
Q4 | $61K | Hold |
819
| – | – | ﹤0.01% | 1716 |
|
|
2022
Q3 | $54K | Buy |
819
+19
| +2% | +$1.25K | ﹤0.01% | 1718 |
|
|
2022
Q2 | $54K | Hold |
800
| – | – | ﹤0.01% | 1709 |
|
|
2022
Q1 | $59K | Hold |
800
| – | – | ﹤0.01% | 1792 |
|
|
2021
Q4 | $62K | Buy |
+800
| New | +$62K | ﹤0.01% | 1666 |
|