Janney Montgomery Scott’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
Q3 | $327K | Hold |
|
|||||
|
2025
Q2 | $332K | Hold |
|
|||||
|
2025
Q1 | $299K | Hold |
|
|||||
|
2024
Q4 | $344K | Hold |
|
|||||
|
2024
Q3 | $315K | Buy |
|
|||||
|
2024
Q2 | $292K | Sell |
|
|||||
|
2024
Q1 | $290K | Buy |
|
|||||
|
2023
Q4 | $319K | Buy |
|
|||||
|
2023
Q3 | $263K | Buy |
|
|||||
|
2023
Q2 | $286K | Buy |
|
|||||
|
2023
Q1 | $283K | Buy |
|
|||||
|
2022
Q4 | $338K | Buy |
|
|||||
|
2022
Q3 | $306K | Buy |
|
|||||
|
2022
Q2 | $364K | Buy |
|
|||||
|
2022
Q1 | $329K | Buy |
|
|||||
|
2021
Q4 | $343K | Buy |
|
|||||
|
2021
Q3 | $296K | Buy |
|
|||||
|
2021
Q2 | $277K | Buy |
|
|||||
|
2021
Q1 | $274K | Buy |
|
|||||
|
2020
Q4 | $238K | Buy |
|
|||||
|
2020
Q3 | $225K | Buy |
|
|||||
|
2020
Q2 | $236K | Buy |
|
|||||
|
2020
Q1 | $245K | Buy |
|
|||||
|
2019
Q4 | $311K | Buy |
|
|||||
|
2019
Q3 | $279K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $296K | Sell |
|
|||||
|
2018
Q2 | $335K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $207K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $331K | Hold |
|
|||||
|
2014
Q4 | $367K | Buy |
|