Bank of New York Mellon’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 | $2.63M | Buy |
53,316
+2,153
| +4% | +$106K | ﹤0.01% | 2608 |
|
2025
Q1 | $2.28M | Sell |
51,163
-937
| -2% | -$41.7K | ﹤0.01% | 2619 |
|
2024
Q4 | $2.67M | Buy |
52,100
+8,911
| +21% | +$456K | ﹤0.01% | 2617 |
|
2024
Q3 | $2.02M | Sell |
43,189
-3,989
| -8% | -$187K | ﹤0.01% | 2733 |
|
2024
Q2 | $2.15M | Buy |
47,178
+7,831
| +20% | +$357K | ﹤0.01% | 2758 |
|
2024
Q1 | $1.7M | Sell |
39,347
-1,016
| -3% | -$43.8K | ﹤0.01% | 2855 |
|
2023
Q4 | $1.97M | Sell |
40,363
-6,403
| -14% | -$312K | ﹤0.01% | 2841 |
|
2023
Q3 | $1.88M | Buy |
46,766
+1,108
| +2% | +$44.4K | ﹤0.01% | 2843 |
|
2023
Q2 | $2M | Sell |
45,658
-213
| -0.5% | -$9.33K | ﹤0.01% | 2836 |
|
2023
Q1 | $1.99M | Sell |
45,871
-516
| -1% | -$22.4K | ﹤0.01% | 2810 |
|
2022
Q4 | $2.4M | Buy |
46,387
+3,795
| +9% | +$197K | ﹤0.01% | 2748 |
|
2022
Q3 | $2M | Buy |
42,592
+791
| +2% | +$37.1K | ﹤0.01% | 2857 |
|
2022
Q2 | $2.33M | Sell |
41,801
-915
| -2% | -$51.1K | ﹤0.01% | 2745 |
|
2022
Q1 | $2.16M | Buy |
42,716
+28
| +0.1% | +$1.41K | ﹤0.01% | 2888 |
|
2021
Q4 | $2.25M | Buy |
42,688
+1,429
| +3% | +$75.3K | ﹤0.01% | 2920 |
|
2021
Q3 | $1.88M | Buy |
41,259
+1,250
| +3% | +$57K | ﹤0.01% | 3007 |
|
2021
Q2 | $1.7M | Sell |
40,009
-431
| -1% | -$18.3K | ﹤0.01% | 3099 |
|
2021
Q1 | $1.71M | Sell |
40,440
-265
| -0.7% | -$11.2K | ﹤0.01% | 3014 |
|
2020
Q4 | $1.5M | Sell |
40,705
-5,357
| -12% | -$197K | ﹤0.01% | 3012 |
|
2020
Q3 | $1.6M | Sell |
46,062
-2,677
| -5% | -$93K | ﹤0.01% | 2799 |
|
2020
Q2 | $1.86M | Buy |
48,739
+653
| +1% | +$24.9K | ﹤0.01% | 2726 |
|
2020
Q1 | $1.91M | Sell |
48,086
-2,972
| -6% | -$118K | ﹤0.01% | 2570 |
|
2019
Q4 | $2.57M | Buy |
51,058
+11,845
| +30% | +$596K | ﹤0.01% | 2664 |
|
2019
Q3 | $1.78M | Sell |
39,213
-858
| -2% | -$38.8K | ﹤0.01% | 2811 |
|
2019
Q2 | $1.8M | Sell |
40,071
-314
| -0.8% | -$14.1K | ﹤0.01% | 2849 |
|
2019
Q1 | $1.83M | Sell |
40,385
-74
| -0.2% | -$3.35K | ﹤0.01% | 2824 |
|
2018
Q4 | $1.78M | Sell |
40,459
-8,059
| -17% | -$355K | ﹤0.01% | 2776 |
|
2018
Q3 | $2.06M | Sell |
48,518
-962
| -2% | -$40.8K | ﹤0.01% | 2816 |
|
2018
Q2 | $2.33M | Sell |
49,480
-195
| -0.4% | -$9.17K | ﹤0.01% | 2769 |
|
2018
Q1 | $2.27M | Buy |
49,675
+419
| +0.9% | +$19.1K | ﹤0.01% | 2737 |
|
2017
Q4 | $2.3M | Buy |
49,256
+3,446
| +8% | +$161K | ﹤0.01% | 2761 |
|
2017
Q3 | $2.19M | Sell |
45,810
-1,090
| -2% | -$52.1K | ﹤0.01% | 2786 |
|
2017
Q2 | $2.05M | Buy |
46,900
+27
| +0.1% | +$1.18K | ﹤0.01% | 2835 |
|
2017
Q1 | $1.96M | Buy |
46,873
+2,473
| +6% | +$103K | ﹤0.01% | 2859 |
|
2016
Q4 | $2.16M | Sell |
44,400
-188
| -0.4% | -$9.15K | ﹤0.01% | 2804 |
|
2016
Q3 | $1.82M | Buy |
44,588
+851
| +2% | +$34.7K | ﹤0.01% | 2817 |
|
2016
Q2 | $1.71M | Buy |
43,737
+1,329
| +3% | +$52K | ﹤0.01% | 2809 |
|
2016
Q1 | $1.58M | Sell |
42,408
-127
| -0.3% | -$4.72K | ﹤0.01% | 2800 |
|
2015
Q4 | $1.62M | Buy |
42,535
+3,016
| +8% | +$115K | ﹤0.01% | 2842 |
|
2015
Q3 | $1.38M | Sell |
39,519
-7,720
| -16% | -$270K | ﹤0.01% | 2968 |
|
2015
Q2 | $1.87M | Buy |
47,239
+1,894
| +4% | +$75K | ﹤0.01% | 2962 |
|
2015
Q1 | $2.03M | Sell |
45,345
-1,914
| -4% | -$85.9K | ﹤0.01% | 2851 |
|
2014
Q4 | $2.35M | Buy |
47,259
+8,376
| +22% | +$416K | ﹤0.01% | 2765 |
|
2014
Q3 | $1.79M | Buy |
38,883
+3,169
| +9% | +$146K | ﹤0.01% | 2956 |
|
2014
Q2 | $1.84M | Buy |
+35,714
| New | +$1.84M | ﹤0.01% | 2953 |
|