Franklin Resources’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-59,314
| Closed | -$2.6M | – | 2748 |
|
|
2023
Q2 | $2.6M | Sell |
59,314
-6,839
| -10% | -$299K | ﹤0.01% | 1318 |
|
|
2023
Q1 | $2.87M | Buy |
66,153
+14
| +0% | +$607 | ﹤0.01% | 1264 |
|
|
2022
Q4 | $3.43M | Buy |
66,139
+36
| +0.1% | +$1.87K | ﹤0.01% | 1218 |
|
|
2022
Q3 | $3.1M | Sell |
66,103
-12,300
| -16% | -$576K | ﹤0.01% | 1217 |
|
|
2022
Q2 | $4.38M | Sell |
78,403
-3,610
| -4% | -$202K | ﹤0.01% | 1136 |
|
|
2022
Q1 | $4.14M | Hold |
82,013
| – | – | ﹤0.01% | 1205 |
|
|
2021
Q4 | $4.32M | Hold |
82,013
| – | – | ﹤0.01% | 1260 |
|
|
2021
Q3 | $3.74M | Hold |
82,013
| – | – | ﹤0.01% | 1271 |
|
|
2021
Q2 | $3.49M | Buy |
82,013
+11,510
| +16% | +$490K | ﹤0.01% | 1223 |
|
|
2021
Q1 | $2.98M | Buy |
70,503
+13,600
| +24% | +$574K | ﹤0.01% | 1237 |
|
|
2020
Q4 | $2.09M | Sell |
56,903
-7,104
| -11% | -$261K | ﹤0.01% | 1280 |
|
|
2020
Q3 | $2.23M | Sell |
64,007
-3,960
| -6% | -$138K | ﹤0.01% | 1184 |
|
|
2020
Q2 | $2.57M | Sell |
67,967
-22,145
| -25% | -$836K | ﹤0.01% | 1095 |
|
|
2020
Q1 | $3.58M | Sell |
90,112
-39
| -0% | -$1.55K | ﹤0.01% | 986 |
|
|
2019
Q4 | $4.54M | Buy |
90,151
+73
| +0.1% | +$3.68K | ﹤0.01% | 1030 |
|
|
2019
Q3 | $4.08M | Buy |
90,078
+135
| +0.2% | +$6.12K | ﹤0.01% | 1040 |
|
|
2019
Q2 | $4.05M | Buy |
89,943
+2,400
| +3% | +$108K | ﹤0.01% | 1063 |
|
|
2019
Q1 | $3.96M | Hold |
87,543
| – | – | ﹤0.01% | 1033 |
|
|
2018
Q4 | $3.86M | Hold |
87,543
| – | – | ﹤0.01% | 1028 |
|
|
2018
Q3 | $3.71M | Hold |
87,543
| – | – | ﹤0.01% | 1106 |
|
|
2018
Q2 | $4.12M | Hold |
87,543
| – | – | ﹤0.01% | 1067 |
|
|
2018
Q1 | $4M | Hold |
87,543
| – | – | ﹤0.01% | 1080 |
|
|
2017
Q4 | $4.08M | Hold |
87,543
| – | – | ﹤0.01% | 1100 |
|
|
2017
Q3 | $4.19M | Hold |
87,543
| – | – | ﹤0.01% | 1090 |
|
|
2017
Q2 | $3.83M | Hold |
87,543
| – | – | ﹤0.01% | 1129 |
|
|
2017
Q1 | $3.66M | Hold |
87,543
| – | – | ﹤0.01% | 1154 |
|
|
2016
Q4 | $4.26M | Hold |
87,543
| – | – | ﹤0.01% | 1113 |
|
|
2016
Q3 | $3.57M | Hold |
87,543
| – | – | ﹤0.01% | 1166 |
|
|
2016
Q2 | $3.43M | Hold |
87,543
| – | – | ﹤0.01% | 1163 |
|
|
2016
Q1 | $3.26M | Hold |
87,543
| – | – | ﹤0.01% | 1173 |
|
|
2015
Q4 | $3.33M | Hold |
87,543
| – | – | ﹤0.01% | 1210 |
|
|
2015
Q3 | $3.06M | Hold |
87,543
| – | – | ﹤0.01% | 1227 |
|
|
2015
Q2 | $3.47M | Hold |
87,543
| – | – | ﹤0.01% | 1227 |
|
|
2015
Q1 | $3.93M | Hold |
87,543
| – | – | ﹤0.01% | 1218 |
|
|
2014
Q4 | $4.35M | Hold |
87,543
| – | – | ﹤0.01% | 1208 |
|
|
2014
Q3 | $4.03M | Hold |
87,543
| – | – | ﹤0.01% | 1217 |
|
|
2014
Q2 | $4.5M | Buy |
+87,543
| New | +$4.5M | ﹤0.01% | 1193 |
|