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SkyOak Wealth’s Preferred Bank PFBC Stock Holding History

SkyOak Wealth’s Portfolio PFBC Stock Details PFBC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,249
Closed -$281K – 266
2024
Q4 		$281K Buy
+3,249
New +$281K 0.06% 187