IFP Advisors’s Provident Financial Services PFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.63K | Buy |
+492
| New | +$8.63K | ﹤0.01% | 3011 |
|
|
2025
Q1 | – | Sell |
-17,637
| Closed | -$333K | – | 4602 |
|
|
2024
Q4 | $333K | Sell |
17,637
-435
| -2% | -$8.21K | 0.01% | 901 |
|
|
2024
Q3 | $335K | Sell |
18,072
-198
| -1% | -$3.68K | 0.01% | 851 |
|
|
2024
Q2 | $262K | Buy |
18,270
+18
| +0.1% | +$258 | 0.01% | 901 |
|
|
2024
Q1 | $266K | Sell |
18,252
-165
| -0.9% | -$2.4K | 0.01% | 861 |
|
|
2023
Q4 | $332K | Buy |
18,417
+704
| +4% | +$12.7K | 0.02% | 723 |
|
|
2023
Q3 | $271K | Buy |
+17,713
| New | +$271K | 0.01% | 826 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4231 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4004 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3904 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3742 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3614 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3448 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3383 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3395 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3488 |
|
|
2018
Q4 | – | Sell |
-178
| Closed | -$4K | – | 3734 |
|
|
2018
Q3 | $4K | Hold |
178
| – | – | ﹤0.01% | 3277 |
|
|
2018
Q2 | $5K | Hold |
178
| – | – | ﹤0.01% | 3226 |
|
|
2018
Q1 | $5K | Hold |
178
| – | – | ﹤0.01% | 3185 |
|
|
2017
Q4 | $5K | Sell |
178
-3,424
| -95% | -$96.2K | ﹤0.01% | 3182 |
|
|
2017
Q3 | $96K | Buy |
3,602
+139
| +4% | +$3.71K | ﹤0.01% | 1577 |
|
|
2017
Q2 | $88K | Hold |
3,463
| – | – | ﹤0.01% | 1592 |
|
|
2017
Q1 | $90K | Hold |
3,463
| – | – | ﹤0.01% | 1544 |
|
|
2016
Q4 | $98K | Hold |
3,463
| – | – | ﹤0.01% | 1467 |
|
|
2016
Q3 | $74K | Buy |
3,463
+178
| +5% | +$3.8K | ﹤0.01% | 1553 |
|
|
2016
Q2 | $65K | Buy |
+3,285
| New | +$65K | ﹤0.01% | 1596 |
|
|
2016
Q1 | – | Sell |
-3,443
| Closed | -$69K | – | 3124 |
|
|
2015
Q4 | $69K | Buy |
+3,443
| New | +$69K | ﹤0.01% | 1400 |
|