Zacks Investment Management Preferred Bank Transaction History

Zacks Investment Management

$8.87 Billion
Q2 2024

A detailed history of Zacks Investment Management transactions in Preferred Bank stock. As of the latest transaction made, Zacks Investment Management holds 25,590 shares of PFBC stock, worth $2.46 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,590

Previous 22,931 11.6%

Holding current value

$2.46 Million

Previous $1.76 Million 9.72%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$71.53 - $79.97 $190,198 - $212,640	2,659 Added 11.6%	25,590 $1.93 Million
Q1 2024 May 15, 2024	BUY	$68.13 - $76.77 $196,282 - $221,174	2,881 Added 14.37%	22,931 $1.76 Million
Q4 2023 Feb 14, 2024	SELL	$59.53 - $76.99 $56,374 - $72,909	-947 Reduced 4.51%	20,050 $1.46 Million
Q3 2023 Nov 14, 2023	BUY	$55.24 - $66.97 $44,854 - $54,379	812 Added 4.02%	20,997 $1.31 Million
Q2 2023 Aug 15, 2023	BUY	$44.16 - $56.63 $89,688 - $115,015	2,031 Added 11.19%	20,185 $1.11 Million
Q2 2023 Aug 14, 2023	SELL	$44.16 - $56.63 $68,977 - $88,456	-1,562 Reduced 7.92%	18,154 $998,000
Q1 2023 May 15, 2023	BUY	$53.57 - $74.03 $12,374 - $17,100	231 Added 1.19%	19,716 $1.08 Million
Q4 2022 Feb 14, 2023	BUY	$65.52 - $76.87 $30,859 - $36,205	471 Added 2.48%	19,485 $1.45 Million
Q3 2022 Nov 14, 2022	SELL	$65.23 - $75.38 $36,463 - $42,137	-559 Reduced 2.86%	19,014 $1.24 Million
Q2 2022 Aug 15, 2022	SELL	$64.52 - $73.85 $20,710 - $23,705	-321 Reduced 1.61%	19,573 $1.33 Million
Q1 2022 May 13, 2022	BUY	$72.45 - $81.4 $47,237 - $53,072	652 Added 3.39%	19,894 $1.47 Million
Q4 2021 Feb 15, 2022	SELL	$66.0 - $71.9 $92,400 - $100,660	-1,400 Reduced 6.78%	19,242 $1.38 Million
Q3 2021 Nov 15, 2021	SELL	$57.59 - $67.17 $210,145 - $245,103	-3,649 Reduced 15.02%	20,642 $1.38 Million
Q2 2021 Aug 16, 2021	BUY	$62.97 - $68.99 $39,860 - $43,670	633 Added 2.68%	24,291 $1.54 Million
Q1 2021 May 17, 2021	BUY	$48.29 - $66.59 $75,767 - $104,479	1,569 Added 7.1%	23,658 $1.51 Million
Q4 2020 Feb 16, 2021	SELL	$32.13 - $50.47 $39,776 - $62,481	-1,238 Reduced 5.31%	22,089 $1.12 Million
Q3 2020 Nov 16, 2020	BUY	$31.09 - $42.05 $725,236 - $980,900	23,327 New	23,327 $749,000

Others Institutions Holding PFBC

# of Institutions

218

Shares Held

11.1M

Call Options Held

Put Options Held

4.4K

View Full List

About Preferred Bank

Ticker PFBC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 14,356,700
Market Cap $1.38B
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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Zacks Investment Management Preferred Bank Transaction History