EverSource Wealth Advisors’s Provident Financial Services PFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1K | Buy |
1,548
+1,210
| +358% | +$21.2K | ﹤0.01% | 2046 |
|
|
2025
Q1 | $5.8K | Buy |
338
+29
| +9% | +$498 | ﹤0.01% | 2421 |
|
|
2024
Q4 | $5.83K | Buy |
309
+53
| +21% | +$1K | ﹤0.01% | 2276 |
|
|
2024
Q3 | $4.75K | Hold |
256
| – | – | ﹤0.01% | 2244 |
|
|
2024
Q2 | $4.75K | Sell |
256
-37
| -13% | -$686 | ﹤0.01% | 2237 |
|
|
2024
Q1 | $4.3K | Buy |
+293
| New | +$4.3K | ﹤0.01% | 2117 |
|
|
2023
Q4 | – | Sell |
-716
| Closed | -$10.9K | – | 2724 |
|
|
2023
Q3 | $10.9K | Sell |
716
-76
| -10% | -$1.16K | ﹤0.01% | 1387 |
|
|
2023
Q2 | $12.9K | Buy |
792
+702
| +780% | +$11.5K | ﹤0.01% | 1331 |
|
|
2023
Q1 | $1.73K | Sell |
90
-147
| -62% | -$2.82K | ﹤0.01% | 1977 |
|
|
2022
Q4 | $5.05K | Sell |
237
-412
| -63% | -$8.79K | ﹤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 | +$15K | ﹤0.01% | 806 |
|