Avantax Advisory Services’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 | $197K | Sell |
11,211
-813
| -7% | -$14.3K | ﹤0.01% | 2215 |
|
2025
Q1 | $206K | Sell |
12,024
-60
| -0.5% | -$1.03K | ﹤0.01% | 2089 |
|
2024
Q4 | $228K | Buy |
12,084
+839
| +7% | +$15.8K | ﹤0.01% | 1972 |
|
2024
Q3 | $209K | Buy |
+11,245
| New | +$209K | ﹤0.01% | 1983 |
|
2019
Q3 | – | Sell |
-15,704
| Closed | -$381K | – | 591 |
|
2019
Q2 | $381K | Buy |
15,704
+1,395
| +10% | +$33.8K | 0.02% | 346 |
|
2019
Q1 | $370K | Buy |
+14,309
| New | +$370K | 0.02% | 316 |
|