Jacobi Capital Management’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
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|
2025
Q1 | $457K | Sell |
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|
2024
Q4 | $554K | Buy |
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|
2024
Q3 | $506K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $68K | Hold |
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|
2021
Q2 | $64K | Hold |
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|
2021
Q1 | $63K | Hold |
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|
2020
Q4 | $55K | Sell |
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|
2020
Q3 | $63K | Hold |
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|
2020
Q2 | $69K | Hold |
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|
2020
Q1 | $72K | Hold |
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|
2019
Q4 | $91K | Hold |
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|
2019
Q3 | $82K | Hold |
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|
2019
Q2 | $81K | Hold |
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|
2019
Q1 | $81K | Hold |
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|
2018
Q4 | $79K | Hold |
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|
2018
Q3 | $76K | Hold |
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|
2018
Q2 | $85K | Hold |
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|
2018
Q1 | $81K | Hold |
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|
2017
Q4 | $84K | Hold |
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|
2017
Q3 | $84K | Hold |
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|
2017
Q2 | $77K | Hold |
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|
2017
Q1 | $74K | Sell |
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|
2016
Q4 | $161K | Hold |
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|
2016
Q3 | $132K | Hold |
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|
2016
Q2 | $126K | Buy |
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