Zacks Investment Management’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 |
-25,590
| Closed | -$1.93M | – | 749 |
|
|
2024
Q2 | $1.93M | Buy |
25,590
+2,659
| +12% | +$201K | 0.02% | 295 |
|
|
2024
Q1 | $1.76M | Buy |
22,931
+2,881
| +14% | +$221K | 0.02% | 331 |
|
|
2023
Q4 | $1.46M | Sell |
20,050
-947
| -5% | -$69.2K | 0.02% | 331 |
|
|
2023
Q3 | $1.31M | Buy |
20,997
+812
| +4% | +$50.5K | 0.02% | 333 |
|
|
2023
Q2 | $1.11M | Buy |
20,185
+469
| +2% | +$25.8K | 0.01% | 359 |
|
|
2023
Q1 | $1.08M | Buy |
19,716
+231
| +1% | +$12.7K | 0.01% | 348 |
|
|
2022
Q4 | $1.45M | Buy |
19,485
+471
| +2% | +$35.1K | 0.02% | 313 |
|
|
2022
Q3 | $1.24M | Sell |
19,014
-559
| -3% | -$36.5K | 0.02% | 316 |
|
|
2022
Q2 | $1.33M | Sell |
19,573
-321
| -2% | -$21.8K | 0.02% | 309 |
|
|
2022
Q1 | $1.47M | Buy |
19,894
+652
| +3% | +$48.3K | 0.02% | 321 |
|
|
2021
Q4 | $1.38M | Sell |
19,242
-1,400
| -7% | -$100K | 0.02% | 343 |
|
|
2021
Q3 | $1.38M | Sell |
20,642
-3,649
| -15% | -$243K | 0.02% | 334 |
|
|
2021
Q2 | $1.54M | Buy |
24,291
+633
| +3% | +$40.1K | 0.02% | 316 |
|
|
2021
Q1 | $1.51M | Buy |
23,658
+1,569
| +7% | +$99.9K | 0.03% | 315 |
|
|
2020
Q4 | $1.12M | Sell |
22,089
-1,238
| -5% | -$62.5K | 0.02% | 333 |
|
|
2020
Q3 | $749K | Buy |
+23,327
| New | +$749K | 0.02% | 356 |
|
|
2016
Q3 | – | Sell |
-18,089
| Closed | -$522K | – | 703 |
|
|
2016
Q2 | $522K | Sell |
18,089
-960
| -5% | -$27.7K | 0.02% | 443 |
|
|
2016
Q1 | $576K | Hold |
19,049
| – | – | 0.02% | 429 |
|
|
2015
Q4 | $629K | Buy |
19,049
+1,879
| +11% | +$62K | 0.02% | 383 |
|
|
2015
Q3 | $543K | Sell |
17,170
-12,961
| -43% | -$410K | 0.02% | 414 |
|
|
2015
Q2 | $905K | Buy |
30,131
+1,400
| +5% | +$42.1K | 0.03% | 314 |
|
|
2015
Q1 | $789K | Buy |
28,731
+2,270
| +9% | +$62.3K | 0.03% | 342 |
|
|
2014
Q4 | $738K | Hold |
26,461
| – | – | 0.02% | 322 |
|
|
2014
Q3 | $596K | Buy |
26,461
+4,697
| +22% | +$106K | 0.02% | 365 |
|
|
2014
Q2 | $515K | Sell |
21,764
-1,213
| -5% | -$28.7K | 0.02% | 417 |
|
|
2014
Q1 | $596K | Buy |
22,977
+7,579
| +49% | +$197K | 0.02% | 348 |
|
|
2013
Q4 | $309K | Buy |
+15,398
| New | +$309K | 0.01% | 531 |
|