SWM
PFC

Spire Wealth Management’s Premier Financial Corp. Common Stock PFC Stock Holding History

Spire Wealth Management’s Portfolio PFC Stock Details PFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-37
Closed -$946 – 2605
2024
Q4 		$946 Hold
37
– – ﹤0.01% 2379
2024
Q3 		$869 Hold
37
– – ﹤0.01% 2111
2024
Q2 		$757 Hold
37
– – ﹤0.01% 2150
2024
Q1 		$751 Buy
37
+9
+32% +$188 ﹤0.01% 2248
2023
Q4 		$640 Sell
28
-42
-60% -$829 ﹤0.01% 2333
2023
Q3 		$1.19K Buy
+70
New +$1.32K ﹤0.01% 2219

Other funds holding PFC

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Spire Wealth Management's PFC Position: Q1 2025 in Review

Spire Wealth Management sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2025, closing a stake of 37 shares — an estimated $946 sold.

Spire Wealth Management first reported a position in PFC in Q3 2023 and held it in 6 quarters. The position peaked at $1.19K in Q3 2023. 2 funds tracked by Wall St. Rank hold PFC as of Q1 2025.

  • Spire Wealth Management reported no remaining Premier Financial Corp. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 37 Premier Financial Corp. Common Stock shares in Q1 2025, an estimated $946.
  • Spire Wealth Management first reported a position in Premier Financial Corp. Common Stock in Q3 2023 and held it in 6 quarters.
  • Spire Wealth Management's Premier Financial Corp. Common Stock position peaked at $1.19K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.