Sequoia Financial Advisors’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 | $325K | Sell |
3,755
-24
| -0.6% | -$2.08K | ﹤0.01% | 1221 |
|
|
2025
Q1 | $316K | Sell |
3,779
-47
| -1% | -$3.93K | ﹤0.01% | 1029 |
|
|
2024
Q4 | $330K | Sell |
3,826
-106
| -3% | -$9.16K | ﹤0.01% | 981 |
|
|
2024
Q3 | $316K | Sell |
3,932
-5
| -0.1% | -$401 | ﹤0.01% | 938 |
|
|
2024
Q2 | $297K | Sell |
3,937
-57
| -1% | -$4.3K | ﹤0.01% | 894 |
|
|
2024
Q1 | $307K | Sell |
3,994
-221
| -5% | -$17K | ﹤0.01% | 848 |
|
|
2023
Q4 | $308K | Sell |
4,215
-106
| -2% | -$7.74K | ﹤0.01% | 915 |
|
|
2023
Q3 | $269K | Buy |
4,321
+71
| +2% | +$4.42K | ﹤0.01% | 730 |
|
|
2023
Q2 | $234K | Buy |
+4,250
| New | +$234K | ﹤0.01% | 797 |
|