Creative Planning Peoples Financial Services Corp. Transaction History

Creative Planning

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	BUY	$45.64 - $53.06 $287,851 - $334,649	6,307 New	6,307 $332,000
Q2 2019 Jul 26, 2019	SELL	$42.0 - $45.41 $246,540 - $266,556	-5,870 Closed	0 $0
Q1 2019 Apr 24, 2019	SELL	$40.34 - $46.74 $60,550 - $70,156	-1,501 Reduced 20.36%	5,870 $266,000
Q4 2018 Feb 01, 2019	SELL	$40.0 - $44.06 $54,320 - $59,833	-1,358 Reduced 15.56%	7,371 $325,000
Q3 2018 Oct 25, 2018	SELL	$42.4 - $47.6 $28,153 - $31,606	-664 Reduced 7.07%	8,729 $370,000
Q2 2018 Jul 20, 2018	SELL	$43.72 - $51.68 $18,493 - $21,860	-423 Reduced 4.31%	9,393 $442,000
Q1 2018 Apr 18, 2018	SELL	$41.06 - $47.53 $27,263 - $31,559	-664 Reduced 6.34%	9,816 $448,000
Q4 2017 Jan 17, 2018	SELL	$44.04 - $51.06 $13,212 - $15,318	-300 Reduced 2.78%	10,480 $488,000
Q3 2017 Oct 17, 2017	BUY	$39.25 - $49.0 $423,115 - $528,220	10,780	10,780 $515,000

2.34M

Ticker PFIS
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 7,162,750
Market Cap $333M
Description
Peoples Financial Services Corp. operates as the bank holding company for Peoples Security Bank and Trust Company that provides various commercial and retail banking services. The company accepts money market, NOW, savings, individual retirement, demand deposit, and certificates of deposit accounts. It also provides residential real estate, auto...

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