EverSource Wealth Advisors’s Provident Financial Services PFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.1K	Sell	1,518 -163	-10%	-$3.48K	﹤0.01%	2208
2025 Q4	$33.2K	Sell	1,681 -108	-6%	-$2.09K	﹤0.01%	2029
2025 Q3	$34.5K	Buy	1,789 +241	+16%	+$4.6K	﹤0.01%	1974
2025 Q2	$27.1K	Buy	1,548 +1,210	+358%	+$20.1K	﹤0.01%	2054
2025 Q1	$5.8K	Buy	338 +29	+9%	+$527	﹤0.01%	2423
2024 Q4	$5.83K	Buy	309 +53	+21%	+$1.05K	﹤0.01%	2276
2024 Q3	$4.75K	Hold	256	–	–	﹤0.01%	2244
2024 Q2	$4.75K	Sell	256 -37	-13%	-$538	﹤0.01%	2237
2024 Q1	$4.3K	Buy	+293	New	+$4.66K	﹤0.01%	2117
2023 Q4	–	Sell	-716	Closed	-$10.9K	–	2724
2023 Q3	$10.9K	Sell	716 -76	-10%	-$1.29K	﹤0.01%	1387
2023 Q2	$12.9K	Buy	792 +702	+780%	+$11.9K	﹤0.01%	1331
2023 Q1	$1.73K	Sell	90 -147	-62%	-$3.25K	﹤0.01%	1978
2022 Q4	$5.05K	Sell	237 -412	-63%	-$8.85K	﹤0.01%	1592
2022 Q3	$13K	Hold	649	–	–	﹤0.01%	1051
2022 Q2	$14K	Hold	649	–	–	﹤0.01%	939
2022 Q1	$15K	Hold	649	–	–	﹤0.01%	819
2021 Q4	$15K	Buy	+649	New	+$15.9K	﹤0.01%	806