Maltese 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
Q1 | – | Sell |
-5,004
| Closed | -$256K | – | 124 |
|
|
2024
Q4 | $256K | Buy |
+5,004
| New | +$256K | 0.04% | 109 |
|
|
2023
Q4 | – | Sell |
-33,028
| Closed | -$1.32M | – | 100 |
|
|
2023
Q3 | $1.32M | Sell |
33,028
-1,972
| -6% | -$79.1K | 0.5% | 66 |
|
|
2023
Q2 | $1.53M | Sell |
35,000
-33,722
| -49% | -$1.48M | 0.53% | 64 |
|
|
2023
Q1 | $2.98M | Sell |
68,722
-18,652
| -21% | -$809K | 1.11% | 37 |
|
|
2022
Q4 | $4.53M | Sell |
87,374
-8,918
| -9% | -$462K | 1.26% | 25 |
|
|
2022
Q3 | $4.51M | Sell |
96,292
-4,982
| -5% | -$233K | 1.03% | 31 |
|
|
2022
Q2 | $5.66M | Buy |
101,274
+11,274
| +13% | +$630K | 1.22% | 28 |
|
|
2022
Q1 | $4.54M | Buy |
90,000
+16,084
| +22% | +$812K | 0.86% | 49 |
|
|
2021
Q4 | $3.9M | Buy |
73,916
+3,916
| +6% | +$206K | 0.64% | 62 |
|
|
2021
Q3 | $3.19M | Buy |
70,000
+34,623
| +98% | +$1.58M | 0.55% | 68 |
|
|
2021
Q2 | $1.51M | Buy |
+35,377
| New | +$1.51M | 0.24% | 104 |
|