Jacobi Capital Management’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 | $532K | Buy |
10,776
+508
| +5% | +$25.1K | 0.04% | 367 |
|
|
2025
Q1 | $457K | Sell |
10,268
-560
| -5% | -$24.9K | 0.03% | 378 |
|
|
2024
Q4 | $554K | Buy |
10,828
+35
| +0.3% | +$1.79K | 0.04% | 323 |
|
|
2024
Q3 | $506K | Buy |
+10,793
| New | +$506K | 0.04% | 343 |
|
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$68K | – | 1060 |
|
|
2021
Q3 | $68K | Hold |
1,500
| – | – | 0.01% | 582 |
|
|
2021
Q2 | $64K | Hold |
1,500
| – | – | 0.01% | 572 |
|
|
2021
Q1 | $63K | Hold |
1,500
| – | – | 0.01% | 524 |
|
|
2020
Q4 | $55K | Sell |
1,500
-300
| -17% | -$11K | 0.01% | 516 |
|
|
2020
Q3 | $63K | Hold |
1,800
| – | – | 0.01% | 450 |
|
|
2020
Q2 | $69K | Hold |
1,800
| – | – | 0.01% | 419 |
|
|
2020
Q1 | $72K | Hold |
1,800
| – | – | 0.02% | 368 |
|
|
2019
Q4 | $91K | Hold |
1,800
| – | – | 0.02% | 364 |
|
|
2019
Q3 | $82K | Hold |
1,800
| – | – | 0.02% | 371 |
|
|
2019
Q2 | $81K | Hold |
1,800
| – | – | 0.02% | 373 |
|
|
2019
Q1 | $81K | Hold |
1,800
| – | – | 0.02% | 337 |
|
|
2018
Q4 | $79K | Hold |
1,800
| – | – | 0.02% | 328 |
|
|
2018
Q3 | $76K | Hold |
1,800
| – | – | 0.02% | 363 |
|
|
2018
Q2 | $85K | Hold |
1,800
| – | – | 0.02% | 344 |
|
|
2018
Q1 | $81K | Hold |
1,800
| – | – | 0.02% | 324 |
|
|
2017
Q4 | $84K | Hold |
1,800
| – | – | 0.03% | 289 |
|
|
2017
Q3 | $84K | Hold |
1,800
| – | – | 0.03% | 264 |
|
|
2017
Q2 | $77K | Hold |
1,800
| – | – | 0.03% | 249 |
|
|
2017
Q1 | $74K | Sell |
1,800
-1,500
| -45% | -$61.7K | 0.04% | 194 |
|
|
2016
Q4 | $161K | Hold |
3,300
| – | – | 0.1% | 99 |
|
|
2016
Q3 | $132K | Hold |
3,300
| – | – | 0.06% | 128 |
|
|
2016
Q2 | $126K | Buy |
+3,300
| New | +$126K | 0.06% | 119 |
|