Ameriprise Financial Inc Preferred Bank Transaction History

Ameriprise Financial Inc

$356 Billion
Q1 2025

A detailed history of Ameriprise Financial Inc transactions in Preferred Bank stock. As of the latest transaction made, Ameriprise Financial Inc holds 57,998 shares of PFBC stock, worth $4.96 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

57,998

Previous 56,270 3.07%

Holding current value

$4.96 Million

Previous $4.86 Million 0.16%

% of portfolio

0.0%

Previous 0.0%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$81.03 - $93.15 $140,019 - $160,963	1,728 Added 3.07%	57,998 $4.85 Million
Q4 2024 Feb 14, 2025	SELL	$78.18 - $96.73 $238,292 - $294,833	-3,048 Reduced 5.14%	56,270 $4.86 Million
Q3 2024 Nov 14, 2024	SELL	$73.0 - $91.26 $212,941 - $266,205	-2,917 Reduced 4.69%	59,318 $4.76 Million
Q2 2024 Aug 14, 2024	SELL	$71.53 - $79.97 $427,534 - $477,980	-5,977 Reduced 8.76%	62,235 $4.7 Million
Q1 2024 May 15, 2024	SELL	$68.13 - $76.77 $328,114 - $369,724	-4,816 Reduced 6.59%	68,212 $5.24 Million
Q4 2023 Feb 14, 2024	BUY	$59.53 - $76.99 $181,268 - $234,434	3,045 Added 4.35%	73,028 $5.33 Million
Q3 2023 Nov 14, 2023	SELL	$55.24 - $66.97 $73,137 - $88,668	-1,324 Reduced 1.86%	69,983 $4.36 Million
Q2 2023 Aug 14, 2023	SELL	$44.16 - $56.63 $937,251 - $1.2 Million	-21,224 Reduced 22.94%	71,307 $3.92 Million
Q1 2023 May 15, 2023	BUY	$53.57 - $74.03 $330,205 - $456,320	6,164 Added 7.14%	92,531 $5.07 Million
Q4 2022 Feb 14, 2023	BUY	$65.52 - $76.87 $219,950 - $258,052	3,357 Added 4.04%	86,367 $6.44 Million
Q3 2022 Nov 14, 2022	SELL	$65.23 - $75.38 $145,919 - $168,625	-2,237 Reduced 2.62%	83,010 $5.41 Million
Q2 2022 Aug 15, 2022	BUY	$64.52 - $73.85 $38,841 - $44,457	602 Added 0.71%	85,247 $5.8 Million
Q1 2022 May 16, 2022	SELL	$72.45 - $81.4 $5.21 Million - $5.85 Million	-71,905 Reduced 45.93%	84,645 $6.27 Million
Q4 2021 Feb 14, 2022	BUY	$66.0 - $71.9 $4.63 Million - $5.05 Million	70,204 Added 81.31%	156,550 $11.2 Million
Q3 2021 Nov 15, 2021	SELL	$57.59 - $67.17 $155,953 - $181,896	-2,708 Reduced 3.04%	86,346 $5.76 Million
Q2 2021 Aug 16, 2021	SELL	$62.97 - $68.99 $5.47 Million - $6 Million	-86,907 Reduced 49.39%	89,054 $5.63 Million
Q1 2021 May 17, 2021	SELL	$48.29 - $66.59 $247,099 - $340,741	-5,117 Reduced 2.83%	175,961 $11.2 Million
Q4 2020 Feb 12, 2021	BUY	$32.13 - $50.47 $254,084 - $399,116	7,908 Added 4.57%	181,078 $9.14 Million
Q3 2020 Nov 16, 2020	SELL	$31.09 - $42.05 $241,973 - $327,275	-7,783 Reduced 4.3%	173,170 $5.56 Million
Q2 2020 Aug 14, 2020	SELL	$30.31 - $46.14 $230,143 - $350,341	-7,593 Reduced 4.03%	180,953 $7.76 Million
Q1 2020 May 15, 2020	BUY	$28.4 - $63.98 $133,480 - $300,706	4,700 Added 2.56%	188,546 $6.38 Million
Q4 2019 Feb 14, 2020	SELL	$50.99 - $60.26 $432,242 - $510,824	-8,477 Reduced 4.41%	183,846 $11 Million
Q3 2019 Nov 14, 2019	SELL	$47.1 - $54.73 $1.37 Million - $1.59 Million	-29,120 Reduced 13.15%	192,323 $10.1 Million
Q2 2019 Aug 14, 2019	BUY	$43.77 - $50.22 $251,108 - $288,112	5,737 Added 2.66%	221,443 $10.5 Million
Q1 2019 May 15, 2019	BUY	$42.35 - $52.08 $74,239 - $91,296	1,753 Added 0.82%	215,706 $9.7 Million
Q4 2018 Feb 14, 2019	SELL	$40.57 - $60.79 $44,221 - $66,261	-1,090 Reduced 0.51%	213,953 $9.28 Million
Q3 2018 Nov 14, 2018	BUY	$58.5 - $68.65 $4.95 Million - $5.81 Million	84,610 Added 64.87%	215,043 $12.6 Million
Q2 2018 Aug 14, 2018	SELL	$61.17 - $67.53 $2.58 Million - $2.85 Million	-42,134 Reduced 24.42%	130,433 $8.02 Million
Q1 2018 May 15, 2018	SELL	$58.33 - $66.94 $1.32 Million - $1.51 Million	-22,625 Reduced 11.59%	172,567 $11.1 Million
Q4 2017 Feb 12, 2018	BUY	$57.65 - $65.95 $196,586 - $224,889	3,410 Added 1.78%	195,192 $11.5 Million
Q3 2017 Nov 07, 2017	BUY	$50.18 - $60.35 $9.62 Million - $11.6 Million	191,782	191,782 $11.6 Million

Others Institutions Holding PFBC

# of Institutions

233

Shares Held

12M

Call Options Held

500

Put Options Held

10.2K

View Full List

About Preferred Bank

Ticker PFBC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 14,356,700
Market Cap $1.23B
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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Ameriprise Financial Inc Preferred Bank Transaction History