Janney Montgomery Scott’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 | $332K | Hold |
6,723
| – | – | ﹤0.01% | 2290 |
|
|
2025
Q1 | $299K | Hold |
6,723
| – | – | ﹤0.01% | 2308 |
|
|
2024
Q4 | $344K | Hold |
6,723
| – | – | ﹤0.01% | 2225 |
|
|
2024
Q3 | $315K | Buy |
6,723
+313
| +5% | +$14.7K | ﹤0.01% | 2261 |
|
|
2024
Q2 | $292K | Sell |
6,410
-323
| -5% | -$14.7K | ﹤0.01% | 2226 |
|
|
2024
Q1 | $290K | Buy |
6,733
+180
| +3% | +$7.75K | ﹤0.01% | 2364 |
|
|
2023
Q4 | $319K | Buy |
6,553
+6
| +0.1% | +$292 | ﹤0.01% | 2177 |
|
|
2023
Q3 | $263K | Buy |
6,547
+6
| +0.1% | +$241 | ﹤0.01% | 2218 |
|
|
2023
Q2 | $286K | Buy |
6,541
+7
| +0.1% | +$306 | ﹤0.01% | 2253 |
|
|
2023
Q1 | $283K | Buy |
6,534
+6
| +0.1% | +$260 | ﹤0.01% | 2087 |
|
|
2022
Q4 | $338K | Buy |
6,528
+5
| +0.1% | +$259 | ﹤0.01% | 2032 |
|
|
2022
Q3 | $306K | Buy |
6,523
+5
| +0.1% | +$235 | ﹤0.01% | 1999 |
|
|
2022
Q2 | $364K | Buy |
6,518
+5
| +0.1% | +$279 | ﹤0.01% | 1798 |
|
|
2022
Q1 | $329K | Buy |
6,513
+5
| +0.1% | +$253 | ﹤0.01% | 1839 |
|
|
2021
Q4 | $343K | Buy |
6,508
+6
| +0.1% | +$316 | ﹤0.01% | 1932 |
|
|
2021
Q3 | $296K | Buy |
6,502
+5
| +0.1% | +$228 | ﹤0.01% | 1963 |
|
|
2021
Q2 | $277K | Buy |
6,497
+5
| +0.1% | +$213 | ﹤0.01% | 1961 |
|
|
2021
Q1 | $274K | Buy |
6,492
+5
| +0.1% | +$211 | ﹤0.01% | 1902 |
|
|
2020
Q4 | $238K | Buy |
6,487
+6
| +0.1% | +$220 | ﹤0.01% | 2005 |
|
|
2020
Q3 | $225K | Buy |
6,481
+303
| +5% | +$10.5K | ﹤0.01% | 1847 |
|
|
2020
Q2 | $236K | Buy |
6,178
+4
| +0.1% | +$153 | ﹤0.01% | 1755 |
|
|
2020
Q1 | $245K | Buy |
6,174
+3
| +0% | +$119 | ﹤0.01% | 1588 |
|
|
2019
Q4 | $311K | Buy |
6,171
+15
| +0.2% | +$756 | ﹤0.01% | 1691 |
|
|
2019
Q3 | $279K | Buy |
+6,156
| New | +$279K | ﹤0.01% | 1729 |
|
|
2018
Q4 | – | Sell |
-6,989
| Closed | -$296K | – | 2024 |
|
|
2018
Q3 | $296K | Sell |
6,989
-137
| -2% | -$5.8K | ﹤0.01% | 1723 |
|
|
2018
Q2 | $335K | Buy |
+7,126
| New | +$335K | ﹤0.01% | 1592 |
|
|
2017
Q1 | – | Sell |
-4,246
| Closed | -$207K | – | 1784 |
|
|
2016
Q4 | $207K | Buy |
+4,246
| New | +$207K | ﹤0.01% | 1533 |
|
|
2015
Q2 | – | Sell |
-7,388
| Closed | -$331K | – | 2124 |
|
|
2015
Q1 | $331K | Hold |
7,388
| – | – | 0.01% | 1691 |
|
|
2014
Q4 | $367K | Buy |
+7,388
| New | +$367K | 0.01% | 1538 |
|