Alliance Wealth Advisors (Pennsylvania)’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.83M | Hold |
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|
2025
Q2 | $1.86M | Sell |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $343K | Sell |
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|
2024
Q1 | $339K | Hold |
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|
2023
Q4 | $382K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $344K | Hold |
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|
2023
Q1 | $340K | Hold |
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|
2022
Q4 | $407K | Hold |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q2 | $430K | Hold |
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|
2022
Q1 | $388K | Hold |
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|
2021
Q4 | $405K | Hold |
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|
2021
Q3 | $351K | Sell |
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|
2021
Q2 | $338K | Hold |
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|
2021
Q1 | $336K | Hold |
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|
2020
Q4 | $292K | Buy |
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