Corient Private Wealth’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
$964K Buy
54,975
+11,453
+26% +$201K ﹤0.01% 1450
2025
Q1
$747K Sell
43,522
-13,873
-24% -$238K ﹤0.01% 1409
2024
Q4
$829K Buy
57,395
+169
+0.3% +$2.44K ﹤0.01% 1388
2024
Q3
$1.06M Buy
57,226
+1,710
+3% +$31.7K ﹤0.01% 1352
2024
Q2
$797K Buy
55,516
+26,583
+92% +$381K ﹤0.01% 1412
2024
Q1
$422K Buy
+28,933
New +$422K ﹤0.01% 1707