Principal Financial Group’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 | $6.11M | Sell |
70,600
-1,937
| -3% | -$168K | ﹤0.01% | 1486 |
|
|
2025
Q1 | $6.07M | Buy |
72,537
+2,007
| +3% | +$168K | ﹤0.01% | 1493 |
|
|
2024
Q4 | $6.09M | Buy |
70,530
+2,884
| +4% | +$249K | ﹤0.01% | 1524 |
|
|
2024
Q3 | $5.43M | Sell |
67,646
-2,628
| -4% | -$211K | ﹤0.01% | 1546 |
|
|
2024
Q2 | $5.3M | Sell |
70,274
-3,045
| -4% | -$230K | ﹤0.01% | 1541 |
|
|
2024
Q1 | $5.63M | Buy |
73,319
+1,927
| +3% | +$148K | ﹤0.01% | 1527 |
|
|
2023
Q4 | $5.22M | Sell |
71,392
-3,898
| -5% | -$285K | ﹤0.01% | 1538 |
|
|
2023
Q3 | $4.69M | Sell |
75,290
-2,906
| -4% | -$181K | ﹤0.01% | 1561 |
|
|
2023
Q2 | $4.3M | Sell |
78,196
-6,084
| -7% | -$335K | ﹤0.01% | 1592 |
|
|
2023
Q1 | $4.62M | Sell |
84,280
-1,571
| -2% | -$86.1K | ﹤0.01% | 1554 |
|
|
2022
Q4 | $6.41M | Sell |
85,851
-2,439
| -3% | -$182K | ﹤0.01% | 1450 |
|
|
2022
Q3 | $5.76M | Sell |
88,290
-7,511
| -8% | -$490K | ﹤0.01% | 1448 |
|
|
2022
Q2 | $6.52M | Sell |
95,801
-4,314
| -4% | -$293K | ﹤0.01% | 1458 |
|
|
2022
Q1 | $7.42M | Sell |
100,115
-7,597
| -7% | -$563K | ﹤0.01% | 1518 |
|
|
2021
Q4 | $7.73M | Sell |
107,712
-6,789
| -6% | -$487K | ﹤0.01% | 1519 |
|
|
2021
Q3 | $7.63M | Sell |
114,501
-75
| -0.1% | -$5K | 0.01% | 1523 |
|
|
2021
Q2 | $7.25M | Buy |
114,576
+7,744
| +7% | +$490K | ﹤0.01% | 1575 |
|
|
2021
Q1 | $6.8M | Buy |
106,832
+720
| +0.7% | +$45.8K | ﹤0.01% | 1555 |
|
|
2020
Q4 | $5.36M | Sell |
106,112
-436,726
| -80% | -$22M | ﹤0.01% | 1534 |
|
|
2020
Q3 | $17.4M | Sell |
542,838
-12,757
| -2% | -$410K | 0.01% | 739 |
|
|
2020
Q2 | $23.8M | Sell |
555,595
-24,934
| -4% | -$1.07M | 0.02% | 572 |
|
|
2020
Q1 | $19.6M | Buy |
580,529
+233,299
| +67% | +$7.89M | 0.02% | 569 |
|
|
2019
Q4 | $20.9M | Buy |
347,230
+230,861
| +198% | +$13.9M | 0.02% | 769 |
|
|
2019
Q3 | $6.1M | Sell |
116,369
-1,593
| -1% | -$83.4K | 0.01% | 1437 |
|
|
2019
Q2 | $5.57M | Sell |
117,962
-12,617
| -10% | -$596K | 0.01% | 1496 |
|
|
2019
Q1 | $5.87M | Sell |
130,579
-1,239
| -0.9% | -$55.7K | 0.01% | 1489 |
|
|
2018
Q4 | $5.71M | Buy |
131,818
+10,682
| +9% | +$463K | 0.01% | 1456 |
|
|
2018
Q3 | $7.09M | Buy |
121,136
+112,758
| +1,346% | +$6.6M | 0.01% | 1483 |
|
|
2018
Q2 | $515K | Buy |
8,378
+330
| +4% | +$20.3K | ﹤0.01% | 1961 |
|
|
2018
Q1 | $517K | Buy |
8,048
+749
| +10% | +$48.1K | ﹤0.01% | 1937 |
|
|
2017
Q4 | $429K | Buy |
7,299
+395
| +6% | +$23.2K | ﹤0.01% | 1988 |
|
|
2017
Q3 | $417K | Hold |
6,904
| – | – | ﹤0.01% | 1954 |
|
|
2017
Q2 | $369K | Buy |
+6,904
| New | +$369K | ﹤0.01% | 2005 |
|