Wells Fargo’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 | $734K | Buy |
8,477
+617
| +8% | +$53.4K | ﹤0.01% | 3543 |
|
|
2025
Q1 | $658K | Buy |
7,860
+12
| +0.2% | +$1K | ﹤0.01% | 3497 |
|
|
2024
Q4 | $678K | Buy |
7,848
+1,588
| +25% | +$137K | ﹤0.01% | 3527 |
|
|
2024
Q3 | $502K | Buy |
6,260
+293
| +5% | +$23.5K | ﹤0.01% | 3629 |
|
|
2024
Q2 | $450K | Buy |
5,967
+943
| +19% | +$71.2K | ﹤0.01% | 3639 |
|
|
2024
Q1 | $386K | Buy |
5,024
+462
| +10% | +$35.5K | ﹤0.01% | 3714 |
|
|
2023
Q4 | $333K | Sell |
4,562
-560
| -11% | -$40.9K | ﹤0.01% | 3779 |
|
|
2023
Q3 | $319K | Sell |
5,122
-2,636
| -34% | -$164K | ﹤0.01% | 3764 |
|
|
2023
Q2 | $427K | Buy |
7,758
+1,578
| +26% | +$86.8K | ﹤0.01% | 3847 |
|
|
2023
Q1 | $339K | Buy |
6,180
+2,244
| +57% | +$123K | ﹤0.01% | 3853 |
|
|
2022
Q4 | $294K | Sell |
3,936
-512
| -12% | -$38.2K | ﹤0.01% | 3725 |
|
|
2022
Q3 | $289K | Sell |
4,448
-926
| -17% | -$60.2K | ﹤0.01% | 3777 |
|
|
2022
Q2 | $365K | Sell |
5,374
-8,288
| -61% | -$563K | ﹤0.01% | 3705 |
|
|
2022
Q1 | $1.01M | Sell |
13,662
-3,330
| -20% | -$246K | ﹤0.01% | 3650 |
|
|
2021
Q4 | $1.22M | Buy |
16,992
+992
| +6% | +$71.2K | ﹤0.01% | 3716 |
|
|
2021
Q3 | $1.07M | Sell |
16,000
-8,994
| -36% | -$599K | ﹤0.01% | 3965 |
|
|
2021
Q2 | $1.58M | Sell |
24,994
-3,886
| -13% | -$246K | ﹤0.01% | 3688 |
|
|
2021
Q1 | $1.84M | Sell |
28,880
-16,597
| -36% | -$1.06M | ﹤0.01% | 3553 |
|
|
2020
Q4 | $2.3M | Buy |
45,477
+1,182
| +3% | +$59.7K | ﹤0.01% | 3356 |
|
|
2020
Q3 | $1.42M | Sell |
44,295
-1,312
| -3% | -$42.1K | ﹤0.01% | 3530 |
|
|
2020
Q2 | $1.96M | Buy |
45,607
+10,425
| +30% | +$447K | ﹤0.01% | 3226 |
|
|
2020
Q1 | $1.19M | Sell |
35,182
-32,135
| -48% | -$1.09M | ﹤0.01% | 3339 |
|
|
2019
Q4 | $4.04M | Sell |
67,317
-7,258
| -10% | -$436K | ﹤0.01% | 2733 |
|
|
2019
Q3 | $3.91M | Sell |
74,575
-17,882
| -19% | -$937K | ﹤0.01% | 2744 |
|
|
2019
Q2 | $4.37M | Buy |
92,457
+26,094
| +39% | +$1.23M | ﹤0.01% | 2670 |
|
|
2019
Q1 | $2.98M | Buy |
66,363
+15,403
| +30% | +$693K | ﹤0.01% | 3011 |
|
|
2018
Q4 | $2.21M | Buy |
50,960
+2,596
| +5% | +$113K | ﹤0.01% | 3129 |
|
|
2018
Q3 | $2.83M | Buy |
48,364
+4,778
| +11% | +$280K | ﹤0.01% | 3078 |
|
|
2018
Q2 | $2.68M | Buy |
43,586
+12,313
| +39% | +$757K | ﹤0.01% | 3191 |
|
|
2018
Q1 | $2.01M | Buy |
31,273
+1,095
| +4% | +$70.3K | ﹤0.01% | 3338 |
|
|
2017
Q4 | $1.77M | Buy |
30,178
+4,134
| +16% | +$243K | ﹤0.01% | 3416 |
|
|
2017
Q3 | $1.57M | Buy |
26,044
+6,096
| +31% | +$368K | ﹤0.01% | 3439 |
|
|
2017
Q2 | $1.07M | Buy |
19,948
+226
| +1% | +$12.1K | ﹤0.01% | 3625 |
|
|
2017
Q1 | $1.06M | Sell |
19,722
-16,255
| -45% | -$872K | ﹤0.01% | 3650 |
|
|
2016
Q4 | $1.89M | Buy |
35,977
+1,114
| +3% | +$58.4K | ﹤0.01% | 3169 |
|
|
2016
Q3 | $1.25M | Buy |
34,863
+7,558
| +28% | +$270K | ﹤0.01% | 3273 |
|
|
2016
Q2 | $787K | Sell |
27,305
-747
| -3% | -$21.5K | ﹤0.01% | 3571 |
|
|
2016
Q1 | $847K | Buy |
28,052
+274
| +1% | +$8.27K | ﹤0.01% | 3449 |
|
|
2015
Q4 | $918K | Buy |
27,778
+2,079
| +8% | +$68.7K | ﹤0.01% | 3456 |
|
|
2015
Q3 | $813K | Buy |
25,699
+16,974
| +195% | +$537K | ﹤0.01% | 3544 |
|
|
2015
Q2 | $262K | Buy |
8,725
+5,210
| +148% | +$156K | ﹤0.01% | 4328 |
|
|
2015
Q1 | $96K | Buy |
3,515
+2,971
| +546% | +$81.1K | ﹤0.01% | 4596 |
|
|
2014
Q4 | $15K | Buy |
544
+4
| +0.7% | +$110 | ﹤0.01% | 5254 |
|
|
2014
Q3 | $12K | Sell |
540
-397
| -42% | -$8.82K | ﹤0.01% | 5333 |
|
|
2014
Q2 | $22K | Buy |
+937
| New | +$22K | ﹤0.01% | 5189 |
|