Ownership history in Covestor Ltd · 9 quarters on record
This page tracks every 13F SEC filing in which Covestor Ltd reported a position in PREFERRED BANK/LOS ANGELES (PFBC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 90 | -46 | -33.8% | 0.00% | $8K | $88.90 |
| 2025 Q2 | ADDED | 136 | +127 | +1411.1% | 0.01% | $12K | $84.43 |
| 2025 Q1 | REDUCED | 9 | -20 | -69.0% | 0.00% | $1K | $80.81 |
| 2024 Q4 | ADDED | 29 | +14 | +93.3% | 0.00% | $3K | $82.70 |
As of 2025 Q4 — sorted by position size