LPL Financial’s Provident Financial Services PFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
28,573
-15,182
| -35% | -$266K | ﹤0.01% | 4322 |
|
|
2025
Q1 | $751K | Buy |
43,755
+185
| +0.4% | +$3.18K | ﹤0.01% | 3749 |
|
|
2024
Q4 | $822K | Buy |
43,570
+18,751
| +76% | +$354K | ﹤0.01% | 3627 |
|
|
2024
Q3 | $461K | Buy |
+24,819
| New | +$461K | ﹤0.01% | 4001 |
|
|
2024
Q1 | – | Sell |
-12,278
| Closed | -$221K | – | 4910 |
|
|
2023
Q4 | $221K | Buy |
+12,278
| New | +$221K | ﹤0.01% | 4261 |
|
|
2021
Q2 | – | Sell |
-9,379
| Closed | -$209K | – | 4257 |
|
|
2021
Q1 | $209K | Buy |
+9,379
| New | +$209K | ﹤0.01% | 3715 |
|