Prestige Wealth Management Group’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 | $9.98K | Hold |
569
| – | – | ﹤0.01% | 439 |
|
|
2025
Q1 | $9.77K | Hold |
569
| – | – | ﹤0.01% | 443 |
|
|
2024
Q4 | $10.7K | Hold |
569
| – | – | ﹤0.01% | 450 |
|
|
2024
Q3 | $10.6K | Hold |
569
| – | – | ﹤0.01% | 437 |
|
|
2024
Q2 | $8.17K | Buy |
569
+543
| +2,088% | +$7.79K | ﹤0.01% | 441 |
|
|
2024
Q1 | $379 | Hold |
26
| – | – | ﹤0.01% | 975 |
|
|
2023
Q4 | $469 | Buy |
+26
| New | +$469 | ﹤0.01% | 954 |
|
|
2023
Q2 | – | Sell |
-29
| Closed | -$557 | – | 1078 |
|
|
2023
Q1 | $557 | Buy |
+29
| New | +$557 | ﹤0.01% | 963 |
|
|
2021
Q1 | – | Sell |
-310
| Closed | -$6K | – | 1017 |
|
|
2020
Q4 | $6K | Buy |
+310
| New | +$6K | ﹤0.01% | 549 |
|
|
2019
Q1 | – | Sell |
-30
| Closed | -$1K | – | 956 |
|
|
2018
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1096 |
|