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 |
|