Ameriprise’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
12,145
+2,713
| +29% | +$134K | ﹤0.01% | 3441 |
|
|
2025
Q1 | $419K | Buy |
+9,432
| New | +$419K | ﹤0.01% | 3528 |
|
|
2014
Q4 | – | Sell |
-545
| Closed | -$25K | – | 4208 |
|
|
2014
Q3 | $25K | Hold |
545
| – | – | ﹤0.01% | 4352 |
|
|
2014
Q2 | $28K | Hold |
545
| – | – | ﹤0.01% | 4163 |
|
|
2014
Q1 | $23K | Hold |
545
| – | – | ﹤0.01% | 4132 |
|
|
2013
Q4 | $21K | Buy |
+545
| New | +$21K | ﹤0.01% | 4046 |
|