USA Financial Formulas’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-478
| Closed | -$36.1K | – | 349 |
|
|
2024
Q2 | $36.1K | Sell |
478
-461
| -49% | -$34.8K | 0.01% | 231 |
|
|
2024
Q1 | $72.1K | Buy |
+939
| New | +$72.1K | 0.01% | 215 |
|
|
2022
Q2 | – | Sell |
-1,360
| Closed | -$101K | – | 420 |
|
|
2022
Q1 | $101K | Buy |
+1,360
| New | +$101K | 0.11% | 90 |
|
|
2018
Q3 | – | Sell |
-11,191
| Closed | -$718K | – | 368 |
|
|
2018
Q2 | $718K | Sell |
11,191
-16
| -0.1% | -$1.03K | 0.17% | 118 |
|
|
2018
Q1 | $719K | Buy |
+11,207
| New | +$719K | 0.17% | 118 |
|
|
2017
Q2 | – | Sell |
-22,556
| Closed | -$1.21M | – | 289 |
|
|
2017
Q1 | $1.21M | Buy |
+22,556
| New | +$1.21M | 0.29% | 75 |
|