Phocas Financial Corp’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 | $9.22M | Sell |
101,657
-28,221
| -22% | -$2.56M | 1.45% | 11 |
|
|
2025
Q4 | $12.3M | Sell |
129,878
-312
| -0.2% | -$29.1K | 1.6% | 9 |
|
|
2025
Q3 | $11.8M | Buy |
130,190
+2,649
| +2% | +$246K | 1.53% | 13 |
|
|
2025
Q2 | $11M | Buy |
127,541
+19
| +0% | +$1.57K | 1.59% | 11 |
|
|
2025
Q1 | $10.7M | Sell |
127,522
-7,363
| -5% | -$638K | 1.64% | 7 |
|
|
2024
Q4 | $11.7M | Sell |
134,885
-1,111
| -0.8% | -$98.1K | 1.56% | 8 |
|
|
2024
Q3 | $10.9K | Sell |
135,996
-8,318
| -6% | -$665K | 0.04% | 35 |
|
|
2024
Q2 | $10.9K | Sell |
144,314
-2,735
| -2% | -$207K | 0.04% | 34 |
|
|
2024
Q1 | $11.3K | Sell |
147,049
-3,848
| -3% | -$278K | 0.05% | 41 |
|
|
2023
Q4 | $11M | Buy |
150,897
+2,908
| +2% | +$189K | 1.46% | 4 |
|
|
2023
Q3 | $9.21M | Sell |
147,989
-204
| -0.1% | -$12.7K | 1.34% | 12 |
|
|
2023
Q2 | $8.15M | Sell |
148,193
-1,065
| -0.7% | -$53.6K | 1.12% | 21 |
|
|
2023
Q1 | $8.18M | Buy |
149,258
+1,510
| +1% | +$102K | 1.17% | 20 |
|
|
2022
Q4 | $11M | Sell |
147,748
-206
| -0.1% | -$15K | 1.59% | 4 |
|
|
2022
Q3 | $9.65M | Buy |
147,954
+4,737
| +3% | +$331K | 1.5% | 3 |
|
|
2022
Q2 | $9.74M | Sell |
143,217
-1,628
| -1% | -$111K | 1.46% | 3 |
|
|
2022
Q1 | $10.7M | Sell |
144,845
-2,433
| -2% | -$188K | 1.34% | 10 |
|
|
2021
Q4 | $10.6M | Sell |
147,278
-3,516
| -2% | -$243K | 1.35% | 13 |
|
|
2021
Q3 | $10.1M | Buy |
150,794
+1,042
| +0.7% | +$63.8K | 1.27% | 13 |
|
|
2021
Q2 | $9.47M | Sell |
149,752
-6,842
| -4% | -$455K | 1.19% | 15 |
|
|
2021
Q1 | $9.97M | Buy |
+156,594
| New | +$8.85M | 1.31% | 10 |
|
|
2020
Q4 | – | Sell |
-160,149
| Closed | -$6.25M | – | 15 |
|
|
2020
Q3 | $5.14M | Buy |
160,149
+21,844
| +16% | +$816K | 0.88% | 45 |
|
|
2020
Q2 | $5.93M | Sell |
138,305
-11,942
| -8% | -$439K | 1.05% | 20 |
|
|
2020
Q1 | $5.08M | Buy |
+150,247
| New | +$7.86M | 1.02% | 26 |
|
|
2019
Q4 | – | Sell |
-179,188
| Closed | -$9.84M | – | 18 |
|
|
2019
Q3 | $9.38M | Sell |
179,188
-274
| -0.2% | -$13.9K | 1% | 28 |
|
|
2019
Q2 | $8.48M | Buy |
179,462
+18,032
| +11% | +$847K | 0.91% | 44 |
|
|
2019
Q1 | $7.26M | Sell |
161,430
-1,625
| -1% | -$77.4K | 0.73% | 64 |
|
|
2018
Q4 | $7.07M | Sell |
163,055
-3,586
| -2% | -$183K | 0.79% | 56 |
|
|
2018
Q3 | $9.75M | Sell |
166,641
-74,066
| -31% | -$4.64M | 0.85% | 49 |
|
|
2018
Q2 | $14.8M | Sell |
240,707
-2,382
| -1% | -$154K | 1.27% | 12 |
|
|
2018
Q1 | $15.6M | Sell |
243,089
-13,804
| -5% | -$880K | 1.41% | 8 |
|
|
2017
Q4 | $15.1M | Sell |
256,893
-10,569
| -4% | -$642K | 1.27% | 14 |
|
|
2017
Q3 | $16K | Buy |
267,462
+106,185
| +66% | +$5.85M | 1.34% | 14 |
|
|
2017
Q2 | $8.62M | Buy |
+161,277
| New | +$8.31M | 0.78% | 55 |
|
Other funds holding PFBC
VCM
N