Prelude Capital Management’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,758
| Closed | -$289K | – | 1328 |
|
|
2024
Q1 | $289K | Buy |
3,758
+479
| +15% | +$36.8K | 0.02% | 824 |
|
|
2023
Q4 | $240K | Buy |
+3,279
| New | +$240K | 0.02% | 735 |
|
|
2023
Q3 | – | Sell |
-3,682
| Closed | -$202K | – | 1167 |
|
|
2023
Q2 | $202K | Buy |
+3,682
| New | +$202K | 0.01% | 730 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$11K | – | 1703 |
|
|
2017
Q2 | $11K | Sell |
200
-2,000
| -91% | -$110K | ﹤0.01% | 1261 |
|
|
2017
Q1 | $118K | Buy |
2,200
+1,300
| +144% | +$69.7K | 0.01% | 693 |
|
|
2016
Q4 | $47K | Sell |
900
-900
| -50% | -$47K | 0.01% | 1022 |
|
|
2016
Q3 | $64K | Buy |
1,800
+1,300
| +260% | +$46.2K | 0.01% | 912 |
|
|
2016
Q2 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 1297 |
|
|
2015
Q4 | – | Sell |
-1,800
| Closed | -$57K | – | 1550 |
|
|
2015
Q3 | $57K | Buy |
+1,800
| New | +$57K | 0.01% | 946 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$3K | – | 1863 |
|
|
2015
Q1 | $3K | Sell |
100
-1,400
| -93% | -$42K | ﹤0.01% | 1806 |
|
|
2014
Q4 | $42K | Buy |
+1,500
| New | +$42K | 0.01% | 1243 |
|