Allworth Financial’s Provident Financial Services PFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Buy |
8,133
+205
| +3% | +$3.59K | ﹤0.01% | 1335 |
|
|
2025
Q1 | $134K | Hold |
7,928
| – | – | ﹤0.01% | 1090 |
|
|
2024
Q4 | $151K | Buy |
7,928
+7,906
| +35,936% | +$150K | ﹤0.01% | 1062 |
|
|
2024
Q3 | $409 | Hold |
22
| – | – | ﹤0.01% | 3464 |
|
|
2024
Q2 | $391 | Hold |
22
| – | – | ﹤0.01% | 3434 |
|
|
2024
Q1 | $321 | Hold |
22
| – | – | ﹤0.01% | 3383 |
|
|
2023
Q4 | $397 | Buy |
+22
| New | +$397 | ﹤0.01% | 3181 |
|