Bank of America’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 | $362K | Sell |
7,337
-1,169
| -14% | -$57.7K | ﹤0.01% | 4962 |
|
|
2025
Q1 | $378K | Sell |
8,506
-3,770
| -31% | -$168K | ﹤0.01% | 4874 |
|
|
2024
Q4 | $628K | Buy |
12,276
+2,903
| +31% | +$149K | ﹤0.01% | 4563 |
|
|
2024
Q3 | $439K | Sell |
9,373
-1,493
| -14% | -$70K | ﹤0.01% | 4738 |
|
|
2024
Q2 | $495K | Buy |
10,866
+2,564
| +31% | +$117K | ﹤0.01% | 4586 |
|
|
2024
Q1 | $358K | Sell |
8,302
-4,497
| -35% | -$194K | ﹤0.01% | 4739 |
|
|
2023
Q4 | $623K | Buy |
12,799
+2,149
| +20% | +$105K | ﹤0.01% | 4472 |
|
|
2023
Q3 | $427K | Buy |
10,650
+896
| +9% | +$35.9K | ﹤0.01% | 4582 |
|
|
2023
Q2 | $427K | Sell |
9,754
-554
| -5% | -$24.3K | ﹤0.01% | 4573 |
|
|
2023
Q1 | $447K | Buy |
10,308
+3,443
| +50% | +$149K | ﹤0.01% | 4689 |
|
|
2022
Q4 | $356K | Buy |
6,865
+3,775
| +122% | +$196K | ﹤0.01% | 4898 |
|
|
2022
Q3 | $145K | Sell |
3,090
-406
| -12% | -$19.1K | ﹤0.01% | 5351 |
|
|
2022
Q2 | $195K | Sell |
3,496
-565
| -14% | -$31.5K | ﹤0.01% | 5362 |
|
|
2022
Q1 | $205K | Sell |
4,061
-3,400
| -46% | -$172K | ﹤0.01% | 5686 |
|
|
2021
Q4 | $393K | Buy |
7,461
+2,522
| +51% | +$133K | ﹤0.01% | 5275 |
|
|
2021
Q3 | $225K | Sell |
4,939
-612
| -11% | -$27.9K | ﹤0.01% | 5388 |
|
|
2021
Q2 | $236K | Sell |
5,551
-12,161
| -69% | -$517K | ﹤0.01% | 5225 |
|
|
2021
Q1 | $749K | Buy |
17,712
+3,769
| +27% | +$159K | ﹤0.01% | 4474 |
|
|
2020
Q4 | $512K | Buy |
13,943
+1,122
| +9% | +$41.2K | ﹤0.01% | 4309 |
|
|
2020
Q3 | $445K | Sell |
12,821
-205
| -2% | -$7.12K | ﹤0.01% | 4232 |
|
|
2020
Q2 | $497K | Buy |
13,026
+4,210
| +48% | +$161K | ﹤0.01% | 4127 |
|
|
2020
Q1 | $350K | Sell |
8,816
-2,197
| -20% | -$87.2K | ﹤0.01% | 4228 |
|
|
2019
Q4 | $554K | Sell |
11,013
-7,215
| -40% | -$363K | ﹤0.01% | 4240 |
|
|
2019
Q3 | $826K | Buy |
18,228
+7,837
| +75% | +$355K | ﹤0.01% | 3992 |
|
|
2019
Q2 | $467K | Buy |
10,391
+1,064
| +11% | +$47.8K | ﹤0.01% | 4406 |
|
|
2019
Q1 | $422K | Buy |
9,327
+4,180
| +81% | +$189K | ﹤0.01% | 4425 |
|
|
2018
Q4 | $227K | Buy |
5,147
+1,714
| +50% | +$75.6K | ﹤0.01% | 4731 |
|
|
2018
Q3 | $146K | Buy |
3,433
+1,782
| +108% | +$75.8K | ﹤0.01% | 4956 |
|
|
2018
Q2 | $77K | Sell |
1,651
-1,112
| -40% | -$51.9K | ﹤0.01% | 5205 |
|
|
2018
Q1 | $126K | Buy |
2,763
+1,608
| +139% | +$73.3K | ﹤0.01% | 4897 |
|
|
2017
Q4 | $53K | Buy |
1,155
+706
| +157% | +$32.4K | ﹤0.01% | 5250 |
|
|
2017
Q3 | $21K | Buy |
449
+318
| +243% | +$14.9K | ﹤0.01% | 5452 |
|
|
2017
Q2 | $6K | Sell |
131
-1,166
| -90% | -$53.4K | ﹤0.01% | 5773 |
|
|
2017
Q1 | $54K | Buy |
1,297
+296
| +30% | +$12.3K | ﹤0.01% | 5161 |
|
|
2016
Q4 | $49K | Sell |
1,001
-355
| -26% | -$17.4K | ﹤0.01% | 5165 |
|
|
2016
Q3 | $55K | Sell |
1,356
-150
| -10% | -$6.08K | ﹤0.01% | 4935 |
|
|
2016
Q2 | $59K | Buy |
1,506
+470
| +45% | +$18.4K | ﹤0.01% | 4971 |
|
|
2016
Q1 | $39K | Sell |
1,036
-182
| -15% | -$6.85K | ﹤0.01% | 5057 |
|
|
2015
Q4 | $46K | Buy |
1,218
+173
| +17% | +$6.53K | ﹤0.01% | 5097 |
|
|
2015
Q3 | $36K | Sell |
1,045
-138
| -12% | -$4.75K | ﹤0.01% | 5081 |
|
|
2015
Q2 | $47K | Buy |
1,183
+125
| +12% | +$4.97K | ﹤0.01% | 4967 |
|
|
2015
Q1 | $47K | Sell |
1,058
-4,123
| -80% | -$183K | ﹤0.01% | 4709 |
|
|
2014
Q4 | $257K | Buy |
5,181
+933
| +22% | +$46.3K | ﹤0.01% | 4013 |
|
|
2014
Q3 | $195K | Buy |
4,248
+103
| +2% | +$4.73K | ﹤0.01% | 4072 |
|
|
2014
Q2 | $213K | Buy |
+4,145
| New | +$213K | ﹤0.01% | 4177 |
|