Commonwealth Equity Services’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 | $745K | Buy |
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|
2025
Q2 | $702K | Buy |
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|
2025
Q1 | $629K | Buy |
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|
2024
Q4 | $721K | Buy |
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|
2024
Q3 | $609K | Buy |
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|
2024
Q2 | $398K | Buy |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $399K | Buy |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $310K | Buy |
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|
2023
Q1 | $304 | Buy |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $357K | Buy |
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|
2021
Q3 | $307K | Buy |
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|
2021
Q2 | $285K | Buy |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q3 | $227K | Buy |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Buy |
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|
2019
Q3 | $206K | Buy |
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|
2019
Q2 | $203K | Buy |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $207K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $352K | Buy |
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|
2015
Q3 | $312K | Sell |
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|
2015
Q2 | $408K | Buy |
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|
2015
Q1 | $447K | Buy |
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|
2014
Q4 | $494K | Hold |
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|
2014
Q3 | $457K | Hold |
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|
2014
Q2 | $511K | Buy |
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