SEI Investments’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 | $924K | Sell |
10,671
-976
| -8% | -$84.5K | ﹤0.01% | 1958 |
|
|
2025
Q1 | $974K | Buy |
11,647
+1,410
| +14% | +$118K | ﹤0.01% | 1908 |
|
|
2024
Q4 | $884K | Buy |
10,237
+4,875
| +91% | +$421K | ﹤0.01% | 1993 |
|
|
2024
Q3 | $430K | Buy |
5,362
+225
| +4% | +$18.1K | ﹤0.01% | 2232 |
|
|
2024
Q2 | $388K | Buy |
5,137
+323
| +7% | +$24.4K | ﹤0.01% | 2237 |
|
|
2024
Q1 | $370K | Sell |
4,814
-874
| -15% | -$67.1K | ﹤0.01% | 2229 |
|
|
2023
Q4 | $416K | Buy |
5,688
+81
| +1% | +$5.92K | ﹤0.01% | 2183 |
|
|
2023
Q3 | $349K | Sell |
5,607
-2,110
| -27% | -$131K | ﹤0.01% | 2251 |
|
|
2023
Q2 | $424K | Buy |
7,717
+890
| +13% | +$48.9K | ﹤0.01% | 2202 |
|
|
2023
Q1 | $374K | Sell |
6,827
-7,647
| -53% | -$419K | ﹤0.01% | 2250 |
|
|
2022
Q4 | $1.08M | Buy |
14,474
+1,414
| +11% | +$106K | ﹤0.01% | 1728 |
|
|
2022
Q3 | $852K | Sell |
13,060
-842
| -6% | -$54.9K | ﹤0.01% | 1865 |
|
|
2022
Q2 | $927K | Buy |
13,902
+1,615
| +13% | +$108K | ﹤0.01% | 1857 |
|
|
2022
Q1 | $903K | Buy |
12,287
+1,792
| +17% | +$132K | ﹤0.01% | 1851 |
|
|
2021
Q4 | $752K | Buy |
10,495
+4,610
| +78% | +$330K | ﹤0.01% | 1951 |
|
|
2021
Q3 | $387K | Sell |
5,885
-2,228
| -27% | -$147K | ﹤0.01% | 2201 |
|
|
2021
Q2 | $512K | Sell |
8,113
-320
| -4% | -$20.2K | ﹤0.01% | 2085 |
|
|
2021
Q1 | $500K | Sell |
8,433
-4,528
| -35% | -$268K | ﹤0.01% | 2022 |
|
|
2020
Q4 | $654K | Buy |
12,961
+6,688
| +107% | +$337K | ﹤0.01% | 1864 |
|
|
2020
Q3 | $200K | Sell |
6,273
-662
| -10% | -$21.1K | ﹤0.01% | 2250 |
|
|
2020
Q2 | $296K | Sell |
6,935
-582
| -8% | -$24.8K | ﹤0.01% | 2088 |
|
|
2020
Q1 | $254K | Buy |
+7,517
| New | +$254K | ﹤0.01% | 2016 |
|
|
2019
Q2 | – | Sell |
-14,211
| Closed | -$639K | – | 2671 |
|
|
2019
Q1 | $639K | Sell |
14,211
-1,726
| -11% | -$77.6K | ﹤0.01% | 1763 |
|
|
2018
Q4 | $932K | Hold |
15,937
| – | – | ﹤0.01% | 1546 |
|
|
2018
Q3 | $932K | Hold |
15,937
| – | – | ﹤0.01% | 1475 |
|
|
2018
Q2 | $979K | Buy |
15,937
+823
| +5% | +$50.6K | ﹤0.01% | 1595 |
|
|
2018
Q1 | $970K | Sell |
15,114
-1,803
| -11% | -$116K | ﹤0.01% | 1429 |
|
|
2017
Q4 | $994K | Sell |
16,917
-1,448
| -8% | -$85.1K | ﹤0.01% | 1497 |
|
|
2017
Q3 | $1.11M | Hold |
18,365
| – | – | ﹤0.01% | 1429 |
|
|
2017
Q2 | $982K | Buy |
18,365
+11,140
| +154% | +$596K | ﹤0.01% | 1431 |
|
|
2017
Q1 | $388K | Buy |
+7,225
| New | +$388K | ﹤0.01% | 1639 |
|