Charles Schwab’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Sell |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.17M | Hold |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $776K | Sell |
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|
2023
Q4 | $905K | Sell |
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|
2023
Q3 | $748K | Hold |
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|
2023
Q2 | $817K | Sell |
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|
2023
Q1 | $817K | Sell |
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|
2022
Q4 | $988K | Buy |
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|
2022
Q3 | $835K | Sell |
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|
2022
Q2 | $996K | Sell |
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|
2022
Q1 | $926K | Buy |
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|
2021
Q4 | $932K | Hold |
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|
2021
Q3 | $806K | Sell |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.9M | Buy |
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|
2020
Q4 | $1.6M | Sell |
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|
2020
Q3 | $1.53M | Sell |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $1.65M | Buy |
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|
2019
Q4 | $2.06M | Buy |
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|
2019
Q3 | $1.82M | Sell |
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|
2019
Q2 | $1.84M | Buy |
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|
2019
Q1 | $1.79M | Buy |
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|
2018
Q4 | $1.62M | Buy |
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|
2018
Q3 | $1.56M | Buy |
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|
2018
Q2 | $1.58M | Buy |
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|
2018
Q1 | $1.21M | Sell |
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|
2017
Q4 | $1.37M | Buy |
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|
2017
Q3 | $1.33M | Buy |
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|
2017
Q2 | $891K | Buy |
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|
2017
Q1 | $848K | Buy |
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|
2016
Q4 | $946K | Buy |
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|
2016
Q3 | $761K | Buy |
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|
2016
Q2 | $704K | Buy |
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|
2016
Q1 | $661K | Buy |
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|
2015
Q4 | $667K | Buy |
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|
2015
Q3 | $601K | Sell |
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|
2015
Q2 | $782K | Buy |
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|
2015
Q1 | $856K | Buy |
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|
2014
Q4 | $902K | Buy |
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|
2014
Q3 | $812K | Buy |
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|
2014
Q2 | $887K | Buy |
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