SEI Investments’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $924K | Sell |
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|
2025
Q1 | $974K | Buy |
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|
2024
Q4 | $884K | Buy |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $416K | Buy |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $424K | Buy |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $852K | Sell |
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|
2022
Q2 | $927K | Buy |
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|
2022
Q1 | $903K | Buy |
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|
2021
Q4 | $752K | Buy |
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|
2021
Q3 | $387K | Sell |
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|
2021
Q2 | $512K | Sell |
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|
2021
Q1 | $500K | Sell |
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|
2020
Q4 | $654K | Buy |
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|
2020
Q3 | $200K | Sell |
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|
2020
Q2 | $296K | Sell |
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|
2020
Q1 | $254K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $639K | Sell |
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|
2018
Q4 | $932K | Hold |
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|
2018
Q3 | $932K | Hold |
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|
2018
Q2 | $979K | Buy |
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|
2018
Q1 | $970K | Sell |
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|
2017
Q4 | $994K | Sell |
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|
2017
Q3 | $1.11M | Hold |
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|
2017
Q2 | $982K | Buy |
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|
2017
Q1 | $388K | Buy |
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