Osaic Holdings’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $51.9K | Sell |
572
-94
| -14% | -$8.52K | ﹤0.01% | 5185 |
|
|
2025
Q4 | $63K | Hold |
666
| – | – | ﹤0.01% | 5079 |
|
|
2025
Q3 | $62.8K | Buy |
666
+63
| +10% | +$5.84K | ﹤0.01% | 5162 |
|
|
2025
Q2 | $52.2K | Buy |
603
+16
| +3% | +$1.32K | ﹤0.01% | 5021 |
|
|
2025
Q1 | $49.1K | Sell |
587
-112
| -16% | -$9.71K | ﹤0.01% | 4729 |
|
|
2024
Q4 | $60.4K | Buy |
699
+44
| +7% | +$3.88K | ﹤0.01% | 4565 |
|
|
2024
Q3 | $52.7K | Sell |
655
-7
| -1% | -$559 | ﹤0.01% | 4710 |
|
|
2024
Q2 | $50K | Buy |
662
+54
| +9% | +$4.08K | ﹤0.01% | 4672 |
|
|
2024
Q1 | $46.7K | Sell |
608
-1,319
| -68% | -$95.4K | ﹤0.01% | 4801 |
|
|
2023
Q4 | $141K | Sell |
1,927
-338
| -15% | -$22K | ﹤0.01% | 4191 |
|
|
2023
Q3 | $141K | Buy |
2,265
+377
| +20% | +$23.5K | ﹤0.01% | 4242 |
|
|
2023
Q2 | $104K | Buy |
1,888
+154
| +9% | +$7.75K | ﹤0.01% | 4405 |
|
|
2023
Q1 | $95.1K | Buy |
1,734
+14
| +0.8% | +$946 | ﹤0.01% | 4493 |
|
|
2022
Q4 | $128K | Sell |
1,720
-58
| -3% | -$4.23K | ﹤0.01% | 4243 |
|
|
2022
Q3 | $117K | Buy |
1,778
+111
| +7% | +$7.75K | ﹤0.01% | 4239 |
|
|
2022
Q2 | $113K | Sell |
1,667
-103
| -6% | -$7.05K | ﹤0.01% | 4323 |
|
|
2022
Q1 | $131K | Buy |
1,770
+1,141
| +181% | +$88.4K | ﹤0.01% | 4369 |
|
|
2021
Q4 | $45K | Hold |
629
| – | – | ﹤0.01% | 5232 |
|
|
2021
Q3 | $42K | Buy |
629
+12
| +2% | +$735 | ﹤0.01% | 5233 |
|
|
2021
Q2 | $39K | Sell |
617
-947
| -61% | -$63K | ﹤0.01% | 5229 |
|
|
2021
Q1 | $100K | Buy |
1,564
+180
| +13% | +$10.2K | ﹤0.01% | 4343 |
|
|
2020
Q4 | $70K | Buy |
1,384
+724
| +110% | +$28.3K | ﹤0.01% | 4313 |
|
|
2020
Q3 | $21K | Buy |
660
+116
| +21% | +$4.33K | ﹤0.01% | 4886 |
|
|
2020
Q2 | $22K | Sell |
544
-35
| -6% | -$1.29K | ﹤0.01% | 4743 |
|
|
2020
Q1 | $19K | Buy |
+579
| New | +$30.3K | ﹤0.01% | 4674 |
|
Other funds holding PFBC
VCM
N