O'Shaughnessy Asset Management’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
2020
Q1
Sell
2019
Q4
$17K Buy
2018
Q1
Sell
2017
Q4
$2.83M Sell
2017
Q3
$3.3M Sell
2017
Q2
$3.75M Buy
2017
Q1
$3.59M Buy
2016
Q4
$846K Buy
2015
Q4
Sell
2015
Q3
$294K Sell
2015
Q2
$357K Sell
2015
Q1
$328K Hold
2014
Q4
$331K Buy