Charles Schwab’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 | $1.36M | Buy |
27,480
+1,135
| +4% | +$56K | ﹤0.01% | 2798 |
|
|
2025
Q1 | $1.17M | Hold |
26,345
| – | – | ﹤0.01% | 2789 |
|
|
2024
Q4 | $1.35M | Buy |
26,345
+704
| +3% | +$36K | ﹤0.01% | 2807 |
|
|
2024
Q3 | $1.2M | Buy |
25,641
+1,225
| +5% | +$57.4K | ﹤0.01% | 2865 |
|
|
2024
Q2 | $1.11M | Buy |
24,416
+6,425
| +36% | +$293K | ﹤0.01% | 2897 |
|
|
2024
Q1 | $776K | Sell |
17,991
-600
| -3% | -$25.9K | ﹤0.01% | 2868 |
|
|
2023
Q4 | $905K | Sell |
18,591
-58
| -0.3% | -$2.83K | ﹤0.01% | 2866 |
|
|
2023
Q3 | $748K | Hold |
18,649
| – | – | ﹤0.01% | 2890 |
|
|
2023
Q2 | $817K | Sell |
18,649
-188
| -1% | -$8.23K | ﹤0.01% | 2834 |
|
|
2023
Q1 | $817K | Sell |
18,837
-219
| -1% | -$9.49K | ﹤0.01% | 2809 |
|
|
2022
Q4 | $988K | Buy |
19,056
+1,245
| +7% | +$64.5K | ﹤0.01% | 2774 |
|
|
2022
Q3 | $835K | Sell |
17,811
-12
| -0.1% | -$563 | ﹤0.01% | 2843 |
|
|
2022
Q2 | $996K | Sell |
17,823
-502
| -3% | -$28.1K | ﹤0.01% | 2800 |
|
|
2022
Q1 | $926K | Buy |
18,325
+642
| +4% | +$32.4K | ﹤0.01% | 2883 |
|
|
2021
Q4 | $932K | Hold |
17,683
| – | – | ﹤0.01% | 2942 |
|
|
2021
Q3 | $806K | Sell |
17,683
-28,741
| -62% | -$1.31M | ﹤0.01% | 2954 |
|
|
2021
Q2 | $1.98M | Buy |
46,424
+1,509
| +3% | +$64.3K | ﹤0.01% | 2715 |
|
|
2021
Q1 | $1.9M | Buy |
44,915
+1,433
| +3% | +$60.6K | ﹤0.01% | 2679 |
|
|
2020
Q4 | $1.6M | Sell |
43,482
-638
| -1% | -$23.5K | ﹤0.01% | 2654 |
|
|
2020
Q3 | $1.53M | Sell |
44,120
-708
| -2% | -$24.6K | ﹤0.01% | 2580 |
|
|
2020
Q2 | $1.71M | Buy |
44,828
+3,383
| +8% | +$129K | ﹤0.01% | 2468 |
|
|
2020
Q1 | $1.65M | Buy |
41,445
+583
| +1% | +$23.2K | ﹤0.01% | 2335 |
|
|
2019
Q4 | $2.06M | Buy |
40,862
+631
| +2% | +$31.8K | ﹤0.01% | 2403 |
|
|
2019
Q3 | $1.82M | Sell |
40,231
-613
| -2% | -$27.8K | ﹤0.01% | 2406 |
|
|
2019
Q2 | $1.84M | Buy |
40,844
+1,171
| +3% | +$52.7K | ﹤0.01% | 2396 |
|
|
2019
Q1 | $1.8M | Buy |
39,673
+2,853
| +8% | +$129K | ﹤0.01% | 2393 |
|
|
2018
Q4 | $1.62M | Buy |
36,820
+131
| +0.4% | +$5.77K | ﹤0.01% | 2404 |
|
|
2018
Q3 | $1.56M | Buy |
36,689
+3,071
| +9% | +$130K | ﹤0.01% | 2497 |
|
|
2018
Q2 | $1.58M | Buy |
33,618
+7,175
| +27% | +$337K | ﹤0.01% | 2440 |
|
|
2018
Q1 | $1.21M | Sell |
26,443
-2,881
| -10% | -$132K | ﹤0.01% | 2464 |
|
|
2017
Q4 | $1.37M | Buy |
29,324
+1,404
| +5% | +$65.4K | ﹤0.01% | 2433 |
|
|
2017
Q3 | $1.34M | Buy |
27,920
+7,546
| +37% | +$361K | ﹤0.01% | 2434 |
|
|
2017
Q2 | $891K | Buy |
20,374
+95
| +0.5% | +$4.16K | ﹤0.01% | 2492 |
|
|
2017
Q1 | $848K | Buy |
20,279
+855
| +4% | +$35.8K | ﹤0.01% | 2474 |
|
|
2016
Q4 | $946K | Buy |
19,424
+770
| +4% | +$37.5K | ﹤0.01% | 2448 |
|
|
2016
Q3 | $761K | Buy |
18,654
+680
| +4% | +$27.7K | ﹤0.01% | 2473 |
|
|
2016
Q2 | $704K | Buy |
17,974
+210
| +1% | +$8.23K | ﹤0.01% | 2462 |
|
|
2016
Q1 | $661K | Buy |
17,764
+255
| +1% | +$9.49K | ﹤0.01% | 2471 |
|
|
2015
Q4 | $667K | Buy |
17,509
+325
| +2% | +$12.4K | ﹤0.01% | 2523 |
|
|
2015
Q3 | $601K | Sell |
17,184
-2,541
| -13% | -$88.9K | ﹤0.01% | 2552 |
|
|
2015
Q2 | $782K | Buy |
19,725
+656
| +3% | +$26K | ﹤0.01% | 2519 |
|
|
2015
Q1 | $856K | Buy |
19,069
+928
| +5% | +$41.7K | ﹤0.01% | 2427 |
|
|
2014
Q4 | $902K | Buy |
18,141
+488
| +3% | +$24.3K | ﹤0.01% | 2399 |
|
|
2014
Q3 | $812K | Buy |
17,653
+408
| +2% | +$18.8K | ﹤0.01% | 2397 |
|
|
2014
Q2 | $887K | Buy |
+17,245
| New | +$887K | ﹤0.01% | 2372 |
|