Cerity Partners’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 | $177K | Buy |
+10,093
| New | +$177K | ﹤0.01% | 2384 |
|
|
2025
Q1 | – | Sell |
-31,475
| Closed | -$592K | – | 2582 |
|
|
2024
Q4 | $592K | Buy |
+31,475
| New | +$592K | ﹤0.01% | 1668 |
|
|
2024
Q2 | – | Sell |
-10,513
| Closed | -$153K | – | 2358 |
|
|
2024
Q1 | $153K | Buy |
+10,513
| New | +$153K | ﹤0.01% | 2157 |
|