Commonwealth Equity Services’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 | $702K | Buy |
14,218
+65
| +0.5% | +$3.21K | ﹤0.01% | 2874 |
|
|
2025
Q1 | $629K | Buy |
14,153
+73
| +0.5% | +$3.24K | ﹤0.01% | 2848 |
|
|
2024
Q4 | $721K | Buy |
14,080
+1,082
| +8% | +$55.4K | ﹤0.01% | 2669 |
|
|
2024
Q3 | $609K | Buy |
12,998
+4,249
| +49% | +$199K | ﹤0.01% | 2739 |
|
|
2024
Q2 | $398K | Buy |
8,749
+220
| +3% | +$10K | ﹤0.01% | 3039 |
|
|
2024
Q1 | $368K | Buy |
8,529
+343
| +4% | +$14.8K | ﹤0.01% | 3086 |
|
|
2023
Q4 | $399K | Buy |
8,186
+155
| +2% | +$7.56K | ﹤0.01% | 2926 |
|
|
2023
Q3 | $322K | Buy |
8,031
+956
| +14% | +$38.3K | ﹤0.01% | 2970 |
|
|
2023
Q2 | $310K | Buy |
7,075
+54
| +0.8% | +$2.37K | ﹤0.01% | 3034 |
|
|
2023
Q1 | $304 | Buy |
7,021
+50
| +0.7% | +$2 | ﹤0.01% | 2961 |
|
|
2022
Q4 | $361K | Buy |
6,971
+41
| +0.6% | +$2.12K | ﹤0.01% | 2727 |
|
|
2022
Q3 | $324K | Buy |
6,930
+49
| +0.7% | +$2.29K | ﹤0.01% | 2758 |
|
|
2022
Q2 | $384K | Buy |
6,881
+46
| +0.7% | +$2.57K | ﹤0.01% | 2617 |
|
|
2022
Q1 | $345K | Buy |
6,835
+48
| +0.7% | +$2.42K | ﹤0.01% | 2851 |
|
|
2021
Q4 | $357K | Buy |
6,787
+47
| +0.7% | +$2.47K | ﹤0.01% | 2815 |
|
|
2021
Q3 | $307K | Buy |
6,740
+49
| +0.7% | +$2.23K | ﹤0.01% | 2894 |
|
|
2021
Q2 | $285K | Buy |
6,691
+49
| +0.7% | +$2.09K | ﹤0.01% | 2948 |
|
|
2021
Q1 | $280K | Buy |
6,642
+46
| +0.7% | +$1.94K | ﹤0.01% | 2836 |
|
|
2020
Q4 | $242K | Buy |
6,596
+52
| +0.8% | +$1.91K | ﹤0.01% | 2760 |
|
|
2020
Q3 | $227K | Buy |
6,544
+868
| +15% | +$30.1K | ﹤0.01% | 2607 |
|
|
2020
Q2 | $216K | Buy |
+5,676
| New | +$216K | ﹤0.01% | 2530 |
|
|
2020
Q1 | – | Sell |
-4,584
| Closed | -$230K | – | 2923 |
|
|
2019
Q4 | $230K | Buy |
4,584
+32
| +0.7% | +$1.61K | ﹤0.01% | 2515 |
|
|
2019
Q3 | $206K | Buy |
4,552
+33
| +0.7% | +$1.49K | ﹤0.01% | 2527 |
|
|
2019
Q2 | $203K | Buy |
4,519
+36
| +0.8% | +$1.62K | ﹤0.01% | 2500 |
|
|
2019
Q1 | $202K | Buy |
+4,483
| New | +$202K | ﹤0.01% | 2458 |
|
|
2018
Q3 | – | Sell |
-4,409
| Closed | -$207K | – | 2847 |
|
|
2018
Q2 | $207K | Buy |
+4,409
| New | +$207K | ﹤0.01% | 2433 |
|
|
2016
Q1 | – | Sell |
-9,246
| Closed | -$352K | – | 2251 |
|
|
2015
Q4 | $352K | Buy |
9,246
+327
| +4% | +$12.4K | ﹤0.01% | 1495 |
|
|
2015
Q3 | $312K | Sell |
8,919
-1,370
| -13% | -$47.9K | ﹤0.01% | 1524 |
|
|
2015
Q2 | $408K | Buy |
10,289
+327
| +3% | +$13K | ﹤0.01% | 1458 |
|
|
2015
Q1 | $447K | Buy |
9,962
+26
| +0.3% | +$1.17K | ﹤0.01% | 1382 |
|
|
2014
Q4 | $494K | Hold |
9,936
| – | – | 0.01% | 1296 |
|
|
2014
Q3 | $457K | Hold |
9,936
| – | – | 0.01% | 1300 |
|
|
2014
Q2 | $511K | Buy |
+9,936
| New | +$511K | 0.01% | 1224 |
|