Ownership history in ALBERT D MASON INC Β· 10 quarters on record
This page tracks every 13F SEC filing in which ALBERT D MASON INC reported a position in Plumas Bancorp (PLBC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ALBERT D MASON INC underperformed the S&P 500 by β11.9% annually on this PLBC position. Timing score: 50% (4/8 decisions correct). Average cost basis: $42.11. Maximum drawdown during holding period: β11.7%.
β Significantly underperformed the S&P 500 by 11.9% ann.
8 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct
Best entry: $34.32 (2024 Q2) Β· Worst: $45.66 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 3 trims. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π ALBERT D MASON INC has been actively increasing its PLBC allocation β a bullish signal from insiders.
Currently 1.31% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size