Affinity Investment Advisors, LLC Preferred Bank Transaction History

Affinity Investment Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 15, 2020	SELL	$28.4 - $63.98 $228,307 - $514,335	-8,039 Closed	0 $0
Q2 2019 Aug 08, 2019	BUY	$43.77 - $50.22 $22,672 - $26,013	518 Added 6.89%	8,039 $380,000
Q1 2019 May 07, 2019	BUY	$42.35 - $52.08 $52,429 - $64,475	1,238 Added 19.7%	7,521 $338,000
Q4 2018 Feb 05, 2019	SELL	$40.57 - $60.79 $59,232 - $88,753	-1,460 Reduced 18.86%	6,283 $272,000
Q3 2018 Nov 09, 2018	BUY	$58.5 - $68.65 $125,658 - $147,460	2,148 Added 38.39%	7,743 $453,000

Q1 2018 May 08, 2018	BUY	$58.33 - $66.94 $68,362 - $78,453	1,172 Added 26.5%	5,595 $359,000
Q4 2017 Feb 07, 2018	BUY	$57.65 - $65.95 $23,463 - $26,841	407 Added 10.13%	4,423 $260,000
Q3 2017 Oct 31, 2017	BUY	$50.18 - $60.35 $201,522 - $242,365	4,016	4,016 $242,000

204

10.7M

5.6K

Ticker PFBC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 14,356,700
Market Cap $1.06B
Description
Preferred Bank provides various commercial banking products and services to small and mid-sized businesses and their owners, entrepreneurs, real estate developers and investors, professionals, and high net worth individuals in the United States. The company accepts checking, savings, and money market deposit accounts; fixed-rate and fixed maturi...

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