Winton 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 | $3.64M | Buy |
42,116
+28,835
| +217% | +$2.5M | 0.19% | 149 |
|
2025
Q1 | $1.11M | Sell |
13,281
-306
| -2% | -$25.6K | 0.07% | 319 |
|
2024
Q4 | $1.17M | Buy |
13,587
+1
| +0% | +$86 | 0.08% | 240 |
|
2024
Q3 | $1.09M | Sell |
13,586
-384
| -3% | -$30.8K | 0.08% | 247 |
|
2024
Q2 | $1.05M | Buy |
13,970
+232
| +2% | +$17.5K | 0.07% | 218 |
|
2024
Q1 | $1.05M | Buy |
13,738
+6,753
| +97% | +$518K | 0.07% | 232 |
|
2023
Q4 | $510K | Sell |
6,985
-106
| -1% | -$7.74K | 0.04% | 307 |
|
2023
Q3 | $441K | Sell |
7,091
-6,350
| -47% | -$395K | 0.04% | 297 |
|
2023
Q2 | $739K | Sell |
13,441
-5,702
| -30% | -$314K | 0.06% | 209 |
|
2023
Q1 | $1.05M | Buy |
19,143
+5,453
| +40% | +$299K | 0.06% | 430 |
|
2022
Q4 | $1.02M | Buy |
13,690
+378
| +3% | +$28.2K | 0.07% | 402 |
|
2022
Q3 | $868K | Buy |
13,312
+3,640
| +38% | +$237K | 0.06% | 456 |
|
2022
Q2 | $658K | Buy |
9,672
+1,705
| +21% | +$116K | 0.03% | 619 |
|
2022
Q1 | $590K | Sell |
7,967
-132
| -2% | -$9.78K | 0.03% | 633 |
|
2021
Q4 | $581K | Sell |
8,099
-302
| -4% | -$21.7K | 0.04% | 638 |
|
2021
Q3 | $560K | Sell |
8,401
-1,620
| -16% | -$108K | 0.03% | 810 |
|
2021
Q2 | $634K | Sell |
10,021
-347
| -3% | -$22K | 0.03% | 787 |
|
2021
Q1 | $660K | Buy |
10,368
+821
| +9% | +$52.3K | 0.04% | 718 |
|
2020
Q4 | $482K | Buy |
9,547
+833
| +10% | +$42.1K | 0.03% | 806 |
|
2020
Q3 | $280K | Sell |
8,714
-68,897
| -89% | -$2.21M | 0.01% | 1269 |
|
2020
Q2 | $3.33M | Buy |
77,611
+67,339
| +656% | +$2.89M | 0.09% | 405 |
|
2020
Q1 | $347K | Sell |
10,272
-7,375
| -42% | -$249K | 0.01% | 1131 |
|
2019
Q4 | $1.06M | Buy |
+17,647
| New | +$1.06M | 0.01% | 1045 |
|
2019
Q3 | – | Sell |
-8,036
| Closed | -$380K | – | 1647 |
|
2019
Q2 | $380K | Buy |
8,036
+73
| +0.9% | +$3.45K | 0.01% | 786 |
|
2019
Q1 | $358K | Buy |
7,963
+883
| +12% | +$39.7K | 0.01% | 723 |
|
2018
Q4 | $307K | Sell |
7,080
-2,972
| -30% | -$129K | 0.01% | 650 |
|
2018
Q3 | $588K | Sell |
10,052
-643
| -6% | -$37.6K | 0.01% | 561 |
|
2018
Q2 | $657K | Sell |
10,695
-5,256
| -33% | -$323K | 0.02% | 542 |
|
2018
Q1 | $1.02M | Buy |
+15,951
| New | +$1.02M | 0.03% | 493 |
|