Pinnacle Holdings’s Peoples Financial Corp/MS PFBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Hold |
48,476
| – | – | 0.35% | 103 |
|
|
2025
Q1 | $937K | Hold |
48,476
| – | – | 0.36% | 101 |
|
|
2024
Q4 | $902K | Hold |
48,476
| – | – | 0.34% | 105 |
|
|
2024
Q3 | $860K | Sell |
48,476
-20,112
| -29% | -$357K | 0.34% | 104 |
|
|
2024
Q2 | $1.11M | Hold |
68,588
| – | – | 0.45% | 81 |
|
|
2024
Q1 | $1.06M | Sell |
68,588
-215
| -0.3% | -$3.31K | 0.42% | 87 |
|
|
2023
Q4 | $1.14M | Hold |
68,803
| – | – | 0.47% | 80 |
|
|
2023
Q3 | $865K | Hold |
68,803
| – | – | 0.41% | 88 |
|
|
2023
Q2 | $829K | Hold |
68,803
| – | – | 0.37% | 92 |
|
|
2023
Q1 | $843K | Hold |
68,803
| – | – | 0.39% | 93 |
|
|
2022
Q4 | $992K | Hold |
68,803
| – | – | 0.44% | 84 |
|
|
2022
Q3 | $1.12M | Sell |
68,803
-500
| -0.7% | -$8.13K | 0.52% | 72 |
|
|
2022
Q2 | $1.07M | Hold |
69,303
| – | – | 0.49% | 74 |
|
|
2022
Q1 | $1.12M | Hold |
69,303
| – | – | 0.44% | 79 |
|
|
2021
Q4 | $1.14M | Hold |
69,303
| – | – | 0.48% | 77 |
|
|
2021
Q3 | $1.11M | Hold |
69,303
| – | – | 0.49% | 77 |
|
|
2021
Q2 | $1.1M | Hold |
69,303
| – | – | 0.51% | 75 |
|
|
2021
Q1 | $1.17M | Hold |
69,303
| – | – | 0.54% | 75 |
|
|
2020
Q4 | $936K | Hold |
69,303
| – | – | 0.49% | 79 |
|
|
2020
Q3 | $710K | Sell |
69,303
-8,270
| -11% | -$84.8K | 0.41% | 86 |
|
|
2020
Q2 | $737K | Sell |
77,573
-370
| -0.5% | -$3.52K | 0.35% | 94 |
|
|
2020
Q1 | $783K | Sell |
77,943
-3,679
| -5% | -$37K | 0.45% | 79 |
|
|
2019
Q4 | $894K | Hold |
81,622
| – | – | 0.34% | 109 |
|
|
2019
Q3 | $878K | Sell |
81,622
-550
| -0.7% | -$5.92K | 0.33% | 112 |
|
|
2019
Q2 | $955K | Sell |
82,172
-2,200
| -3% | -$25.6K | 0.35% | 101 |
|
|
2019
Q1 | $970K | Hold |
84,372
| – | – | 0.36% | 99 |
|
|
2018
Q4 | $970K | Buy |
84,372
+100
| +0.1% | +$1.15K | 0.4% | 96 |
|
|
2018
Q3 | $1.1M | Sell |
84,272
-89
| -0.1% | -$1.16K | 0.38% | 97 |
|
|
2018
Q2 | $1.17M | Buy |
84,361
+240
| +0.3% | +$3.32K | 0.41% | 94 |
|
|
2018
Q1 | $1.17M | Buy |
84,121
+315
| +0.4% | +$4.36K | 0.44% | 84 |
|
|
2017
Q4 | $1.09M | Buy |
83,806
+348
| +0.4% | +$4.52K | 0.4% | 96 |
|
|
2017
Q3 | $1.23M | Buy |
83,458
+3,958
| +5% | +$58.2K | 0.45% | 83 |
|
|
2017
Q2 | $1.08M | Buy |
79,500
+730
| +0.9% | +$9.89K | 0.42% | 94 |
|
|
2017
Q1 | $1.19M | Sell |
78,770
-4,566
| -5% | -$68.7K | 0.46% | 79 |
|
|
2016
Q4 | $1.35M | Buy |
83,336
+2,045
| +3% | +$33K | 0.52% | 69 |
|
|
2016
Q3 | $867K | Buy |
81,291
+343
| +0.4% | +$3.66K | 0.34% | 105 |
|
|
2016
Q2 | $834K | Buy |
80,948
+13,975
| +21% | +$144K | 0.36% | 100 |
|
|
2016
Q1 | $605K | Buy |
66,973
+14,460
| +28% | +$131K | 0.29% | 117 |
|
|
2015
Q4 | $473K | Buy |
52,513
+1,275
| +2% | +$11.5K | 0.22% | 127 |
|
|
2015
Q3 | $497K | Buy |
51,238
+2,755
| +6% | +$26.7K | 0.21% | 129 |
|
|
2015
Q2 | $507K | Buy |
48,483
+225
| +0.5% | +$2.35K | 0.18% | 126 |
|
|
2015
Q1 | $492K | Buy |
48,258
+6,343
| +15% | +$64.7K | 0.18% | 126 |
|
|
2014
Q4 | $522K | Buy |
41,915
+1,100
| +3% | +$13.7K | 0.17% | 128 |
|
|
2014
Q3 | $540K | Buy |
40,815
+2,321
| +6% | +$30.7K | 0.14% | 133 |
|
|
2014
Q2 | $514K | Buy |
38,494
+945
| +3% | +$12.6K | 0.13% | 132 |
|
|
2014
Q1 | $499K | Buy |
37,549
+22,549
| +150% | +$300K | 0.14% | 131 |
|
|
2013
Q4 | $196K | Buy |
+15,000
| New | +$196K | 0.06% | 150 |
|