Pathstone 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
$1.28M Sell
14,740
-955
-6% -$82.7K 0.01% 1266
2025
Q1
$1.31M Sell
15,695
-662
-4% -$55.4K 0.01% 1227
2024
Q4
$1.41M Buy
16,357
+1,084
+7% +$93.6K 0.01% 1175
2024
Q3
$1.23M Buy
15,273
+736
+5% +$59.1K 0.01% 1254
2024
Q2
$1.1M Buy
14,537
+4,397
+43% +$332K 0.01% 1277
2024
Q1
$778K Buy
+10,140
New +$778K ﹤0.01% 1444