PFBT
Parkside Financial Bank & Trust’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
10,270
+574
| +6% | +$183K | 0.35% | 58 |
|
|
2025
Q1 | $2.61M | Buy |
9,696
+326
| +3% | +$87.7K | 0.33% | 61 |
|
|
2024
Q4 | $2.78M | Buy |
9,370
+121
| +1% | +$35.9K | 0.37% | 53 |
|
|
2024
Q3 | $2.51M | Buy |
9,249
+582
| +7% | +$158K | 0.35% | 57 |
|
|
2024
Q2 | $2.01M | Buy |
8,667
+102
| +1% | +$23.6K | 0.31% | 60 |
|
|
2024
Q1 | $1.95M | Buy |
8,565
+637
| +8% | +$145K | 0.31% | 60 |
|
|
2023
Q4 | $1.49M | Sell |
7,928
-25
| -0.3% | -$4.68K | 0.27% | 68 |
|
|
2023
Q3 | $1.19M | Buy |
7,953
+2,883
| +57% | +$430K | 0.27% | 70 |
|
|
2023
Q2 | $883K | Buy |
5,070
+6
| +0.1% | +$1.05K | 0.21% | 84 |
|
|
2023
Q1 | $835K | Buy |
5,064
+51
| +1% | +$8.41K | 0.22% | 77 |
|
|
2022
Q4 | $741K | Buy |
5,013
+144
| +3% | +$21.3K | 0.21% | 82 |
|
|
2022
Q3 | $657K | Sell |
4,869
-417
| -8% | -$56.3K | 0.21% | 76 |
|
|
2022
Q2 | $733K | Sell |
5,286
-38
| -0.7% | -$5.27K | 0.22% | 79 |
|
|
2022
Q1 | $996K | Buy |
5,324
+376
| +8% | +$70.3K | 0.27% | 63 |
|
|
2021
Q4 | $809K | Buy |
4,948
+216
| +5% | +$35.3K | 0.2% | 84 |
|
|
2021
Q3 | $792K | Sell |
4,732
-293
| -6% | -$49K | 0.23% | 61 |
|
|
2021
Q2 | $830K | Sell |
5,025
-1,618
| -24% | -$267K | 0.24% | 63 |
|
|
2021
Q1 | $940K | Sell |
6,643
-763
| -10% | -$108K | 0.28% | 51 |
|
|
2020
Q4 | $895K | Buy |
7,406
+889
| +14% | +$107K | 0.28% | 52 |
|
|
2020
Q3 | $653K | Sell |
6,517
-27
| -0.4% | -$2.71K | 0.23% | 67 |
|
|
2020
Q2 | $623K | Buy |
6,544
+1
| +0% | +$95 | 0.2% | 73 |
|
|
2020
Q1 | $560K | Sell |
6,543
-147
| -2% | -$12.6K | 0.21% | 65 |
|
|
2019
Q4 | $833K | Buy |
6,690
+2,257
| +51% | +$281K | 0.24% | 61 |
|
|
2019
Q3 | $524K | Sell |
4,433
-841
| -16% | -$99.4K | 0.17% | 88 |
|
|
2019
Q2 | $651K | Sell |
5,274
-184
| -3% | -$22.7K | 0.21% | 70 |
|
|
2019
Q1 | $597K | Buy |
5,458
+46
| +0.8% | +$5.03K | 0.2% | 80 |
|
|
2018
Q4 | $516K | Buy |
5,412
+483
| +10% | +$46.1K | 0.18% | 78 |
|
|
2018
Q3 | $525K | Buy |
4,929
+50
| +1% | +$5.33K | 0.18% | 89 |
|
|
2018
Q2 | $478K | Sell |
4,879
-1,124
| -19% | -$110K | 0.18% | 88 |
|
|
2018
Q1 | $560K | Buy |
6,003
+306
| +5% | +$28.5K | 0.21% | 76 |
|
|
2017
Q4 | $566K | Sell |
5,697
-4
| -0.1% | -$397 | 0.21% | 78 |
|
|
2017
Q3 | $516K | Hold |
5,701
| – | – | 0.2% | 81 |
|
|
2017
Q2 | $480K | Sell |
5,701
-750
| -12% | -$63.1K | 0.2% | 87 |
|
|
2017
Q1 | $510K | Sell |
6,451
-1,335
| -17% | -$106K | 0.22% | 81 |
|
|
2016
Q4 | $577K | Sell |
7,786
-530
| -6% | -$39.3K | 0.25% | 79 |
|
|
2016
Q3 | $532K | Sell |
8,316
-598
| -7% | -$38.3K | 0.24% | 80 |
|
|
2016
Q2 | $542K | Sell |
8,914
-1,752
| -16% | -$107K | 0.26% | 73 |
|
|
2016
Q1 | $655K | Buy |
10,666
+491
| +5% | +$30.2K | 0.33% | 61 |
|
|
2015
Q4 | $708K | Buy |
10,175
+1,290
| +15% | +$89.8K | 0.35% | 57 |
|
|
2015
Q3 | $659K | Sell |
8,885
-494
| -5% | -$36.6K | 0.37% | 53 |
|
|
2015
Q2 | $728K | Buy |
9,379
+93
| +1% | +$7.22K | 0.39% | 56 |
|
|
2015
Q1 | $726K | Sell |
9,286
-312
| -3% | -$24.4K | 0.39% | 62 |
|
|
2014
Q4 | $893K | Sell |
9,598
-539
| -5% | -$50.1K | 0.5% | 54 |
|
|
2014
Q3 | $887K | Buy |
10,137
+258
| +3% | +$22.6K | 0.54% | 55 |
|
|
2014
Q2 | $937K | Buy |
9,879
+257
| +3% | +$24.4K | 0.56% | 57 |
|
|
2014
Q1 | $866K | Buy |
9,622
+1,330
| +16% | +$120K | 0.54% | 56 |
|
|
2013
Q4 | $752K | Sell |
8,292
-205
| -2% | -$18.6K | 0.51% | 54 |
|
|
2013
Q3 | $642K | Sell |
8,497
-777
| -8% | -$58.7K | 0.5% | 58 |
|
|
2013
Q2 | $693K | Buy |
+9,274
| New | +$693K | 0.55% | 56 |
|