Goldman Sachs’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
Q2 | – | Sell |
-15,782
| Closed | -$702K | – | 5312 |
|
|
2025
Q1 | $702K | Sell |
15,782
-9,453
| -37% | -$420K | ﹤0.01% | 4052 |
|
|
2024
Q4 | $1.29M | Buy |
25,235
+6,244
| +33% | +$320K | ﹤0.01% | 3753 |
|
|
2024
Q3 | $890K | Buy |
18,991
+13,548
| +249% | +$635K | ﹤0.01% | 3823 |
|
|
2024
Q2 | $248K | Sell |
5,443
-971
| -15% | -$44.2K | ﹤0.01% | 4287 |
|
|
2024
Q1 | $277K | Sell |
6,414
-2,148
| -25% | -$92.6K | ﹤0.01% | 4233 |
|
|
2023
Q4 | $417K | Buy |
+8,562
| New | +$417K | ﹤0.01% | 4049 |
|
|
2023
Q3 | – | Sell |
-5,696
| Closed | -$249K | – | 4887 |
|
|
2023
Q2 | $249K | Buy |
+5,696
| New | +$249K | ﹤0.01% | 4316 |
|
|
2022
Q4 | – | Sell |
-6,613
| Closed | -$310K | – | 5306 |
|
|
2022
Q3 | $310K | Sell |
6,613
-950
| -13% | -$44.5K | ﹤0.01% | 4533 |
|
|
2022
Q2 | $422K | Sell |
7,563
-1,910
| -20% | -$107K | ﹤0.01% | 4488 |
|
|
2022
Q1 | $478K | Hold |
9,473
| – | – | ﹤0.01% | 4594 |
|
|
2021
Q4 | $499K | Buy |
9,473
+40
| +0.4% | +$2.11K | ﹤0.01% | 4522 |
|
|
2021
Q3 | $430K | Buy |
+9,433
| New | +$430K | ﹤0.01% | 4466 |
|
|
2021
Q2 | – | Sell |
-7,917
| Closed | -$334K | – | 5503 |
|
|
2021
Q1 | $334K | Buy |
+7,917
| New | +$334K | ﹤0.01% | 4577 |
|
|
2020
Q1 | – | Sell |
-5,209
| Closed | -$262K | – | 4521 |
|
|
2019
Q4 | $262K | Buy |
+5,209
| New | +$262K | ﹤0.01% | 3900 |
|
|
2019
Q2 | – | Sell |
-7,972
| Closed | -$361K | – | 4257 |
|
|
2019
Q1 | $361K | Buy |
+7,972
| New | +$361K | ﹤0.01% | 3679 |
|
|
2017
Q2 | – | Sell |
-4,825
| Closed | -$202K | – | 4488 |
|
|
2017
Q1 | $202K | Buy |
+4,825
| New | +$202K | ﹤0.01% | 3950 |
|