UBS Group’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Sell |
178,214
-27,575
| -13% | -$2.39M | ﹤0.01% | 2082 |
|
|
2025
Q1 | $17.2M | Buy |
205,789
+2,621
| +1% | +$219K | ﹤0.01% | 1921 |
|
|
2024
Q4 | $17.5M | Buy |
203,168
+186,583
| +1,125% | +$16.1M | ﹤0.01% | 1870 |
|
|
2024
Q3 | $1.33M | Sell |
16,585
-3,831
| -19% | -$307K | ﹤0.01% | 3356 |
|
|
2024
Q2 | $1.54M | Buy |
20,416
+7,687
| +60% | +$580K | ﹤0.01% | 3063 |
|
|
2024
Q1 | $977K | Sell |
12,729
-3,829
| -23% | -$294K | ﹤0.01% | 3563 |
|
|
2023
Q4 | $1.21M | Buy |
16,558
+12,037
| +266% | +$879K | ﹤0.01% | 3295 |
|
|
2023
Q3 | $281K | Sell |
4,521
-3,977
| -47% | -$248K | ﹤0.01% | 4025 |
|
|
2023
Q2 | $467K | Sell |
8,498
-3,483
| -29% | -$192K | ﹤0.01% | 3879 |
|
|
2023
Q1 | $657K | Buy |
11,981
+6,825
| +132% | +$374K | ﹤0.01% | 3513 |
|
|
2022
Q4 | $385K | Sell |
5,156
-370
| -7% | -$27.6K | ﹤0.01% | 3897 |
|
|
2022
Q3 | $361K | Buy |
5,526
+5,414
| +4,834% | +$354K | ﹤0.01% | 3632 |
|
|
2022
Q2 | $8K | Sell |
112
-7,827
| -99% | -$559K | ﹤0.01% | 7290 |
|
|
2022
Q1 | $589K | Sell |
7,939
-2,447
| -24% | -$182K | ﹤0.01% | 3650 |
|
|
2021
Q4 | $746K | Buy |
10,386
+4,739
| +84% | +$340K | ﹤0.01% | 3668 |
|
|
2021
Q3 | $377K | Sell |
5,647
-9,609
| -63% | -$642K | ﹤0.01% | 3887 |
|
|
2021
Q2 | $965K | Buy |
15,256
+2,859
| +23% | +$181K | ﹤0.01% | 3280 |
|
|
2021
Q1 | $789K | Sell |
12,397
-1,836
| -13% | -$117K | ﹤0.01% | 3565 |
|
|
2020
Q4 | $718K | Buy |
14,233
+4,489
| +46% | +$226K | ﹤0.01% | 3397 |
|
|
2020
Q3 | $313K | Sell |
9,744
-1,180
| -11% | -$37.9K | ﹤0.01% | 3728 |
|
|
2020
Q2 | $468K | Buy |
10,924
+1,340
| +14% | +$57.4K | ﹤0.01% | 3439 |
|
|
2020
Q1 | $324K | Sell |
9,584
-7,763
| -45% | -$262K | ﹤0.01% | 3542 |
|
|
2019
Q4 | $1.04M | Buy |
17,347
+3,222
| +23% | +$194K | ﹤0.01% | 3301 |
|
|
2019
Q3 | $740K | Buy |
14,125
+3,874
| +38% | +$203K | ﹤0.01% | 3429 |
|
|
2019
Q2 | $485K | Buy |
10,251
+3,710
| +57% | +$176K | ﹤0.01% | 3566 |
|
|
2019
Q1 | $295K | Sell |
6,541
-6,448
| -50% | -$291K | ﹤0.01% | 3645 |
|
|
2018
Q4 | $563K | Buy |
12,989
+5,480
| +73% | +$238K | ﹤0.01% | 3420 |
|
|
2018
Q3 | $439K | Buy |
7,509
+5,157
| +219% | +$301K | ﹤0.01% | 3732 |
|
|
2018
Q2 | $145K | Sell |
2,352
-299
| -11% | -$18.4K | ﹤0.01% | 4315 |
|
|
2018
Q1 | $170K | Buy |
2,651
+2,299
| +653% | +$147K | ﹤0.01% | 4077 |
|
|
2017
Q4 | $21K | Sell |
352
-1,220
| -78% | -$72.8K | ﹤0.01% | 5554 |
|
|
2017
Q3 | $95K | Buy |
1,572
+1,205
| +328% | +$72.8K | ﹤0.01% | 4471 |
|
|
2017
Q2 | $20K | Buy |
367
+278
| +312% | +$15.2K | ﹤0.01% | 5362 |
|
|
2017
Q1 | $5K | Sell |
89
-2,236
| -96% | -$126K | ﹤0.01% | 6059 |
|
|
2016
Q4 | $122K | Buy |
+2,325
| New | +$122K | ﹤0.01% | 4271 |
|
|
2016
Q1 | – | Sell |
-1,089
| Closed | -$36K | – | 6811 |
|
|
2015
Q4 | $36K | Sell |
1,089
-2,279
| -68% | -$75.3K | ﹤0.01% | 5033 |
|
|
2015
Q3 | $106K | Buy |
+3,368
| New | +$106K | ﹤0.01% | 4173 |
|
|
2015
Q1 | – | Sell |
-660
| Closed | -$18K | – | 6754 |
|
|
2014
Q4 | $18K | Buy |
+660
| New | +$18K | ﹤0.01% | 5633 |
|