Unison 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
Q2 | $908K | Buy |
10,490
+102
| +1% | +$8.83K | 0.1% | 99 |
|
|
2025
Q1 | $869K | Buy |
10,388
+81
| +0.8% | +$6.78K | 0.11% | 98 |
|
|
2024
Q4 | $890K | Buy |
10,307
+85
| +0.8% | +$7.34K | 0.11% | 96 |
|
|
2024
Q3 | $820K | Buy |
10,222
+95
| +0.9% | +$7.62K | 0.1% | 106 |
|
|
2024
Q2 | $764K | Buy |
10,127
+94
| +0.9% | +$7.1K | 0.1% | 110 |
|
|
2024
Q1 | $770K | Buy |
10,033
+75
| +0.8% | +$5.76K | 0.08% | 107 |
|
|
2023
Q4 | $727K | Buy |
9,958
+85
| +0.9% | +$6.21K | 0.08% | 108 |
|
|
2023
Q3 | $615K | Hold |
9,873
| – | – | 0.07% | 110 |
|
|
2023
Q2 | $543K | Buy |
+9,873
| New | +$543K | 0.06% | 118 |
|