Creative Planning Provident Financial Services Inc Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Provident Financial Services Inc stock. As of the latest transaction made, Creative Planning holds 44,531 shares of PFS stock, worth $741,886. This represents 0.0% of its overall portfolio holdings.

Number of Shares

44,531

Previous 59,045 24.58%

Holding current value

$741,886

Previous $1.1 Million 23.29%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$17.64 - $21.86 $256,026 - $317,276	-14,514 Reduced 24.58%	44,531 $840,000
Q3 2024 Oct 11, 2024	SELL	$14.22 - $19.44 $130,297 - $178,128	-9,163 Reduced 13.43%	59,045 $1.1 Million
Q2 2024 Aug 15, 2024	BUY	$13.21 - $16.18 $165,111 - $202,233	12,499 Added 22.44%	68,208 $978,000
Q1 2024 May 10, 2024	BUY	$13.93 - $18.13 $5,892 - $7,668	423 Added 0.77%	55,709 $811,000
Q4 2023 Feb 14, 2024	SELL	$13.7 - $18.56 $487,788 - $660,828	-35,605 Reduced 39.17%	55,286 $996,000
Q3 2023 Nov 16, 2023	BUY	$15.03 - $19.37 $1.37 Million - $1.76 Million	90,891 New	90,891 $1.39 Million
Q1 2023 May 15, 2023	SELL	$18.95 - $24.47 $132 - $171	-7 Reduced 0.05%	14,943 $286,000
Q4 2022 Feb 10, 2023	BUY	$19.25 - $22.78 $44,871 - $53,100	2,331 Added 18.47%	14,950 $319,000
Q2 2022 Aug 15, 2022	SELL	$21.6 - $23.42 $86,745 - $94,054	-4,016 Reduced 24.14%	12,619 $281,000
Q1 2022 May 16, 2022	BUY	$22.88 - $26.02 $380,608 - $432,842	16,635 New	16,635 $389,000
Q1 2018 Apr 18, 2018	SELL	$24.88 - $28.03 $1.3 Million - $1.46 Million	-52,136 Closed	0 $0
Q4 2017 Jan 17, 2018	BUY	$25.83 - $28.75 $3,512 - $3,910	136 Added 0.26%	52,136 $1.41 Million
Q3 2017 Oct 17, 2017	BUY	$23.5 - $26.81 $1.22 Million - $1.39 Million	52,000	52,000 $1.39 Million

Others Institutions Holding PFS

# of Institutions

270

Shares Held

86.3M

Call Options Held

19.9K

Put Options Held

View Full List

About PROVIDENT FINANCIAL SERVICES INC

Ticker PFS
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 75,162,400
Market Cap $1.25B
Description
Provident Financial Services, Inc. operates as the bank holding company for Provident Bank that provides various banking products and services to individuals, families, and businesses in the United States. The company's deposit products include savings, checking, interest-bearing checking, money market deposit, and certificate of deposit account...

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Creative Planning Provident Financial Services Inc Transaction History