Sheaff Brock Investment 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
Q1 | $335K | Hold |
4,000
| – | – | 0.03% | 316 |
|
|
2024
Q4 | $346K | Hold |
4,000
| – | – | 0.03% | 308 |
|
|
2024
Q3 | $321K | Hold |
4,000
| – | – | 0.03% | 320 |
|
|
2024
Q2 | $302K | Hold |
4,000
| – | – | 0.03% | 323 |
|
|
2024
Q1 | $307K | Hold |
4,000
| – | – | 0.02% | 340 |
|
|
2023
Q4 | $292K | Hold |
4,000
| – | – | 0.02% | 344 |
|
|
2023
Q3 | $249K | Hold |
4,000
| – | – | 0.02% | 363 |
|
|
2023
Q2 | $220K | Hold |
4,000
| – | – | 0.02% | 396 |
|
|
2023
Q1 | $219K | Hold |
4,000
| – | – | 0.02% | 401 |
|
|
2022
Q4 | $298K | Hold |
4,000
| – | – | 0.03% | 336 |
|
|
2022
Q3 | $261K | Hold |
4,000
| – | – | 0.03% | 355 |
|
|
2022
Q2 | $272K | Hold |
4,000
| – | – | 0.02% | 360 |
|
|
2022
Q1 | $296K | Hold |
4,000
| – | – | 0.02% | 367 |
|
|
2021
Q4 | $287K | Hold |
4,000
| – | – | 0.02% | 389 |
|
|
2021
Q3 | $267K | Hold |
4,000
| – | – | 0.02% | 401 |
|
|
2021
Q2 | $253K | Hold |
4,000
| – | – | 0.02% | 405 |
|
|
2021
Q1 | $255K | Hold |
4,000
| – | – | 0.02% | 383 |
|
|
2020
Q4 | $202K | Buy |
+4,000
| New | +$202K | 0.02% | 416 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$240K | – | 463 |
|
|
2019
Q4 | $240K | Hold |
4,000
| – | – | 0.02% | 366 |
|
|
2019
Q3 | $210K | Buy |
+4,000
| New | +$210K | 0.02% | 384 |
|
|
2018
Q4 | – | Sell |
-4,000
| Closed | -$234K | – | 502 |
|
|
2018
Q3 | $234K | Hold |
4,000
| – | – | 0.02% | 396 |
|
|
2018
Q2 | $246K | Hold |
4,000
| – | – | 0.02% | 390 |
|
|
2018
Q1 | $257K | Hold |
4,000
| – | – | 0.03% | 380 |
|
|
2017
Q4 | $235K | Sell |
4,000
-115
| -3% | -$6.76K | 0.03% | 416 |
|
|
2017
Q3 | $248K | Hold |
4,115
| – | – | 0.03% | 409 |
|
|
2017
Q2 | $220K | Buy |
+4,115
| New | +$220K | 0.03% | 479 |
|