Los Angeles 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 | $202K | Sell |
4,090
-650
| -14% | -$32.1K | ﹤0.01% | 1198 |
|
|
2025
Q1 | $211K | Sell |
4,740
-700
| -13% | -$31.1K | ﹤0.01% | 995 |
|
|
2024
Q4 | $278K | Sell |
5,440
-700
| -11% | -$35.8K | ﹤0.01% | 955 |
|
|
2024
Q3 | $288K | Sell |
6,140
-700
| -10% | -$32.8K | ﹤0.01% | 1022 |
|
|
2024
Q2 | $311K | Sell |
6,840
-2,275
| -25% | -$104K | ﹤0.01% | 995 |
|
|
2024
Q1 | $393K | Sell |
9,115
-2,790
| -23% | -$120K | ﹤0.01% | 936 |
|
|
2023
Q4 | $580K | Sell |
11,905
-355
| -3% | -$17.3K | ﹤0.01% | 825 |
|
|
2023
Q3 | $492K | Sell |
12,260
-1,220
| -9% | -$48.9K | ﹤0.01% | 827 |
|
|
2023
Q2 | $590K | Sell |
13,480
-1,060
| -7% | -$46.4K | ﹤0.01% | 796 |
|
|
2023
Q1 | $630K | Sell |
14,540
-265
| -2% | -$11.5K | ﹤0.01% | 790 |
|
|
2022
Q4 | $767K | Buy |
14,805
+2,440
| +20% | +$126K | ﹤0.01% | 777 |
|
|
2022
Q3 | $579K | Sell |
12,365
-2,378
| -16% | -$111K | ﹤0.01% | 876 |
|
|
2022
Q2 | $823K | Buy |
+14,743
| New | +$823K | ﹤0.01% | 793 |
|