IFP 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	$10.4K	Hold	492	–	–	﹤0.01%	3131
2025 Q4	$9.72K	Hold	492	–	–	﹤0.01%	3079
2025 Q3	$9.49K	Hold	492	–	–	﹤0.01%	2931
2025 Q2	$8.63K	Buy	+492	New	+$8.16K	﹤0.01%	3011
2025 Q1	–	Sell	-17,637	Closed	-$333K	–	4602
2024 Q4	$333K	Sell	17,637 -435	-2%	-$8.6K	0.01%	901
2024 Q3	$335K	Sell	18,072 -198	-1%	-$3.5K	0.01%	851
2024 Q2	$262K	Buy	18,270 +18	+0.1%	+$262	0.01%	901
2024 Q1	$266K	Sell	18,252 -165	-0.9%	-$2.62K	0.01%	861
2023 Q4	$332K	Buy	18,417 +704	+4%	+$11K	0.02%	723
2023 Q3	$271K	Buy	+17,713	New	+$300K	0.01%	826
2021 Q3	–	Hold	0	–	–	–	4297
2021 Q2	–	Hold	0	–	–	–	4047
2021 Q1	–	Hold	0	–	–	–	3957
2020 Q4	–	Hold	0	–	–	–	3781
2020 Q3	–	Hold	0	–	–	–	3654
2020 Q2	–	Hold	0	–	–	–	3487
2020 Q1	–	Hold	0	–	–	–	3439
2019 Q4	–	Hold	0	–	–	–	3408
2019 Q3	–	Hold	0	–	–	–	3515
2018 Q4	–	Sell	-178	Closed	-$4K	–	3792
2018 Q3	$4K	Hold	178	–	–	﹤0.01%	3317
2018 Q2	$5K	Hold	178	–	–	﹤0.01%	3275
2018 Q1	$5K	Hold	178	–	–	﹤0.01%	3185
2017 Q4	$5K	Sell	178 -3,424	-95%	-$93.1K	﹤0.01%	3232
2017 Q3	$96K	Buy	3,602 +139	+4%	+$3.52K	﹤0.01%	1587
2017 Q2	$88K	Hold	3,463	–	–	﹤0.01%	1601
2017 Q1	$90K	Hold	3,463	–	–	﹤0.01%	1551
2016 Q4	$98K	Hold	3,463	–	–	﹤0.01%	1472
2016 Q3	$74K	Buy	3,463 +178	+5%	+$3.67K	﹤0.01%	1560
2016 Q2	$65K	Buy	+3,285	New	+$65.4K	﹤0.01%	1603
2016 Q1	–	Sell	-3,443	Closed	-$69K	–	3123
2015 Q4	$69K	Buy	+3,443	New	+$70.2K	﹤0.01%	1405