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
2026 Q2	$2.98M	Buy	44,933 +227	+0.5%	+$13.5K	1.19%	17
2026 Q1	$2.38M	Sell	44,706 -91	-0.2%	-$4.8K	1.13%	15
2025 Q4	$2.18M	Buy	44,797 +7,159	+19%	+$346K	1.04%	18
2025 Q3	$1.83M	Hold	37,638	–	–	0.91%	20
2025 Q2	$1.86M	Sell	37,638 -176	-0.5%	-$8.15K	1.01%	17
2025 Q1	$1.68M	Sell	37,814 -1,043	-3%	-$51K	0.99%	16
2024 Q4	$1.99M	Buy	38,857 +225	+0.6%	+$11.4K	1.14%	19
2024 Q3	$1.81M	Buy	38,632 +31,102	+413%	+$1.43M	1.04%	17
2024 Q2	$343K	Sell	7,530 -324	-4%	-$12.7K	0.22%	90
2024 Q1	$339K	Hold	7,854	–	–	0.21%	94
2023 Q4	$382K	Hold	7,854	–	–	0.25%	81
2023 Q3	$315K	Hold	7,854	–	–	0.23%	87
2023 Q2	$344K	Hold	7,854	–	–	0.25%	84
2023 Q1	$340K	Hold	7,854	–	–	0.26%	79
2022 Q4	$407K	Hold	7,854	–	–	0.34%	62
2022 Q3	$368K	Buy	7,854 +160	+2%	+$8.26K	0.34%	64
2022 Q2	$430K	Hold	7,694	–	–	0.37%	58
2022 Q1	$388K	Hold	7,694	–	–	0.32%	71
2021 Q4	$405K	Hold	7,694	–	–	0.33%	71
2021 Q3	$351K	Sell	7,694 -250	-3%	-$11.1K	0.31%	75
2021 Q2	$338K	Hold	7,944	–	–	0.3%	75
2021 Q1	$336K	Hold	7,944	–	–	0.33%	73
2020 Q4	$292K	Buy	+7,944	New	+$301K	0.31%	79

Other funds holding PFIS