Toth Financial Advisory’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,325
Closed -$770K 841
2022
Q4
$770K Buy
10,325
+3,325
+48% +$242K 0.13% 125
2022
Q3
$457K Buy
+7,000
New +$488K 0.08% 143

Other funds holding PFBC

Toth Financial Advisory's PFBC Position: Q1 2023 in Review

Toth Financial Advisory sold out of Preferred Bank (PFBC) in Q1 2023, closing a stake of 10,325 shares — an estimated $770K sold.

Toth Financial Advisory first reported a position in PFBC in Q3 2022 and held it in 2 quarters. The position peaked at $770K in Q4 2022. 174 funds tracked by Wall St. Rank hold PFBC as of Q1 2023.

  • Toth Financial Advisory reported no remaining Preferred Bank position as of Q1 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 10,325 Preferred Bank shares in Q1 2023, an estimated $770K.
  • Toth Financial Advisory first reported a position in Preferred Bank in Q3 2022 and held it in 2 quarters.
  • Toth Financial Advisory's Preferred Bank position peaked at $770K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2023.

Based on Toth Financial Advisory's 13F filing for Q1 2023, filed 24 Apr 2023.