A detailed history of Summit Global Investments transactions in Preferred Bank stock. As of the latest transaction made, Summit Global Investments holds 7,307 shares of PFBC stock, worth $551,605. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,307
Holding current value
$551,605
% of portfolio
0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

BUY
$68.13 - $76.77 $497,825 - $560,958
7,307 New
7,307 $561,000
Q3 2023

Oct 13, 2023

BUY
$55.24 - $66.97 $66,619 - $80,765
1,206 Added 26.8%
5,706 $355,000
Q2 2023

Jul 18, 2023

SELL
$44.16 - $56.63 $61,823 - $79,282
-1,400 Reduced 23.73%
4,500 $247,000
Q1 2023

May 04, 2023

BUY
$53.57 - $74.03 $316,063 - $436,777
5,900 New
5,900 $323,000
Q1 2020

May 14, 2020

SELL
$28.4 - $63.98 $377,720 - $850,934
-13,300 Closed
0 $0
Q4 2019

Feb 13, 2020

SELL
$50.99 - $60.26 $91,782 - $108,468
-1,800 Reduced 11.92%
13,300 $799,000
Q3 2019

Nov 08, 2019

BUY
$47.1 - $54.73 $28,260 - $32,838
600 Added 4.14%
15,100 $791,000
Q2 2019

Aug 16, 2019

SELL
$43.77 - $50.22 $8,754 - $10,044
-200 Reduced 1.36%
14,500 $685,000
Q4 2018

Feb 08, 2019

BUY
$40.57 - $60.79 $121,710 - $182,370
3,000 Added 25.64%
14,700 $637,000
Q3 2018

Nov 15, 2018

BUY
$58.5 - $68.65 $93,600 - $109,840
1,600 Added 15.84%
11,700 $684,000
Q2 2018

Aug 10, 2018

BUY
$61.17 - $67.53 $48,936 - $54,024
800 Added 8.6%
10,100 $621,000
Q1 2018

May 03, 2018

BUY
$58.33 - $66.94 $5,833 - $6,694
100 Added 1.09%
9,300 $597,000
Q4 2017

Feb 14, 2018

BUY
$57.65 - $65.95 $530,380 - $606,740
9,200
9,200 $541,000

Others Institutions Holding PFBC

About Preferred Bank


  • Ticker PFBC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 14,356,700
  • Market Cap $1.08B
  • 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...
More about PFBC
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