Osaic Holdings’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 | $56.6K | Buy |
655
+68
| +12% | +$5.88K | ﹤0.01% | 4596 |
|
|
2025
Q1 | $49.1K | Sell |
587
-112
| -16% | -$9.38K | ﹤0.01% | 4711 |
|
|
2024
Q4 | $60.4K | Buy |
699
+44
| +7% | +$3.8K | ﹤0.01% | 4547 |
|
|
2024
Q3 | $52.7K | Sell |
655
-7
| -1% | -$563 | ﹤0.01% | 4691 |
|
|
2024
Q2 | $50K | Buy |
662
+54
| +9% | +$4.08K | ﹤0.01% | 4650 |
|
|
2024
Q1 | $46.7K | Sell |
608
-1,319
| -68% | -$101K | ﹤0.01% | 4784 |
|
|
2023
Q4 | $141K | Sell |
1,927
-338
| -15% | -$24.7K | ﹤0.01% | 4190 |
|
|
2023
Q3 | $141K | Buy |
2,265
+377
| +20% | +$23.5K | ﹤0.01% | 4242 |
|
|
2023
Q2 | $104K | Buy |
1,888
+154
| +9% | +$8.48K | ﹤0.01% | 4405 |
|
|
2023
Q1 | $95.1K | Buy |
1,734
+14
| +0.8% | +$768 | ﹤0.01% | 4492 |
|
|
2022
Q4 | $128K | Sell |
1,720
-58
| -3% | -$4.33K | ﹤0.01% | 4241 |
|
|
2022
Q3 | $117K | Buy |
1,778
+111
| +7% | +$7.3K | ﹤0.01% | 4235 |
|
|
2022
Q2 | $113K | Sell |
1,667
-103
| -6% | -$6.98K | ﹤0.01% | 4319 |
|
|
2022
Q1 | $131K | Buy |
1,770
+1,141
| +181% | +$84.4K | ﹤0.01% | 4367 |
|
|
2021
Q4 | $45K | Hold |
629
| – | – | ﹤0.01% | 5221 |
|
|
2021
Q3 | $42K | Buy |
629
+12
| +2% | +$801 | ﹤0.01% | 5229 |
|
|
2021
Q2 | $39K | Sell |
617
-947
| -61% | -$59.9K | ﹤0.01% | 5221 |
|
|
2021
Q1 | $100K | Buy |
1,564
+180
| +13% | +$11.5K | ﹤0.01% | 4337 |
|
|
2020
Q4 | $70K | Buy |
1,384
+724
| +110% | +$36.6K | ﹤0.01% | 4303 |
|
|
2020
Q3 | $21K | Buy |
660
+116
| +21% | +$3.69K | ﹤0.01% | 4868 |
|
|
2020
Q2 | $22K | Sell |
544
-35
| -6% | -$1.42K | ﹤0.01% | 4717 |
|
|
2020
Q1 | $19K | Buy |
+579
| New | +$19K | ﹤0.01% | 4638 |
|