Creative Planning’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
Q1 | – | Sell |
-20
| Closed | -$1.02K | – | 3631 |
|
|
2024
Q4 | $1.02K | Buy |
+20
| New | +$1.02K | ﹤0.01% | 3495 |
|
|
2023
Q4 | – | Sell |
-6,307
| Closed | -$253K | – | 2939 |
|
|
2023
Q3 | $253K | Hold |
6,307
| – | – | ﹤0.01% | 2066 |
|
|
2023
Q2 | $276K | Hold |
6,307
| – | – | ﹤0.01% | 1958 |
|
|
2023
Q1 | $273K | Hold |
6,307
| – | – | ﹤0.01% | 1876 |
|
|
2022
Q4 | $327K | Hold |
6,307
| – | – | ﹤0.01% | 1660 |
|
|
2022
Q3 | $295K | Hold |
6,307
| – | – | ﹤0.01% | 1643 |
|
|
2022
Q2 | $352K | Hold |
6,307
| – | – | ﹤0.01% | 1503 |
|
|
2022
Q1 | $318K | Hold |
6,307
| – | – | ﹤0.01% | 1598 |
|
|
2021
Q4 | $332K | Buy |
+6,307
| New | +$332K | ﹤0.01% | 1554 |
|
|
2019
Q2 | – | Sell |
-5,870
| Closed | -$266K | – | 1939 |
|
|
2019
Q1 | $266K | Sell |
5,870
-1,501
| -20% | -$68K | ﹤0.01% | 1388 |
|
|
2018
Q4 | $325K | Sell |
7,371
-1,358
| -16% | -$59.9K | ﹤0.01% | 1185 |
|
|
2018
Q3 | $370K | Sell |
8,729
-664
| -7% | -$28.1K | ﹤0.01% | 1260 |
|
|
2018
Q2 | $442K | Sell |
9,393
-423
| -4% | -$19.9K | ﹤0.01% | 1123 |
|
|
2018
Q1 | $448K | Sell |
9,816
-664
| -6% | -$30.3K | ﹤0.01% | 1122 |
|
|
2017
Q4 | $488K | Sell |
10,480
-300
| -3% | -$14K | ﹤0.01% | 1076 |
|
|
2017
Q3 | $515K | Sell |
10,780
-100
| -0.9% | -$4.78K | ﹤0.01% | 1038 |
|
|
2017
Q2 | $476K | Sell |
10,880
-200
| -2% | -$8.75K | ﹤0.01% | 1029 |
|
|
2017
Q1 | $463K | Sell |
11,080
-800
| -7% | -$33.4K | ﹤0.01% | 1019 |
|
|
2016
Q4 | $579K | Sell |
11,880
-1,000
| -8% | -$48.7K | ﹤0.01% | 858 |
|
|
2016
Q3 | $525K | Hold |
12,880
| – | – | ﹤0.01% | 860 |
|
|
2016
Q2 | $504K | Sell |
12,880
-300
| -2% | -$11.7K | ﹤0.01% | 772 |
|
|
2016
Q1 | $490K | Sell |
13,180
-568
| -4% | -$21.1K | ﹤0.01% | 753 |
|
|
2015
Q4 | $524K | Sell |
13,748
-622
| -4% | -$23.7K | ﹤0.01% | 729 |
|
|
2015
Q3 | $502K | Buy |
+14,370
| New | +$502K | ﹤0.01% | 741 |
|
|
2015
Q2 | – | Sell |
-1,010
| Closed | -$45K | – | 2347 |
|
|
2015
Q1 | $45K | Sell |
1,010
-1,590
| -61% | -$70.8K | ﹤0.01% | 2080 |
|
|
2014
Q4 | $129K | Buy |
+2,600
| New | +$129K | ﹤0.01% | 1402 |
|