Sequoia Financial Advisors’s Preferred Bank PFBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$289K	Buy	3,184 +14	+0.4%	+$1.27K	﹤0.01%	1593
2025 Q4	$299K	Sell	3,170 -587	-16%	-$54.7K	﹤0.01%	1561
2025 Q3	$340K	Buy	3,757 +2	+0.1%	+$185	﹤0.01%	1332
2025 Q2	$325K	Sell	3,755 -24	-0.6%	-$1.98K	﹤0.01%	1232
2025 Q1	$316K	Sell	3,779 -47	-1%	-$4.07K	﹤0.01%	1037
2024 Q4	$330K	Sell	3,826 -106	-3%	-$9.36K	﹤0.01%	987
2024 Q3	$316K	Sell	3,932 -5	-0.1%	-$399	﹤0.01%	940
2024 Q2	$297K	Sell	3,937 -57	-1%	-$4.31K	﹤0.01%	897
2024 Q1	$307K	Sell	3,994 -221	-5%	-$16K	﹤0.01%	852
2023 Q4	$308K	Sell	4,215 -106	-2%	-$6.9K	﹤0.01%	918
2023 Q3	$269K	Buy	4,321 +71	+2%	+$4.43K	﹤0.01%	733
2023 Q2	$234K	Buy	+4,250	New	+$214K	﹤0.01%	799