Virtus Investment Advisers’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,238
| Closed | -$366K | – | 639 |
|
|
2024
Q4 | $366K | Sell |
4,238
-3,400
| -45% | -$294K | 0.29% | 114 |
|
|
2024
Q3 | $613K | Hold |
7,638
| – | – | 0.48% | 53 |
|
|
2024
Q2 | $577K | Hold |
7,638
| – | – | 0.49% | 59 |
|
|
2024
Q1 | $586K | Hold |
7,638
| – | – | 0.42% | 67 |
|
|
2023
Q4 | $558K | Hold |
7,638
| – | – | 0.42% | 66 |
|
|
2023
Q3 | $475K | Hold |
7,638
| – | – | 0.32% | 78 |
|
|
2023
Q2 | $420K | Hold |
7,638
| – | – | 0.29% | 104 |
|
|
2023
Q1 | $419K | Sell |
7,638
-1,947
| -20% | -$107K | 0.29% | 105 |
|
|
2022
Q4 | $715K | Hold |
9,585
| – | – | 0.48% | 56 |
|
|
2022
Q3 | $625K | Buy |
+9,585
| New | +$625K | 0.29% | 57 |
|