RhumbLine Advisers’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 | $683K | Buy |
13,842
+597
| +5% | +$29.5K | ﹤0.01% | 2464 |
|
|
2025
Q1 | $589K | Buy |
13,245
+63
| +0.5% | +$2.8K | ﹤0.01% | 2469 |
|
|
2024
Q4 | $675K | Buy |
13,182
+518
| +4% | +$26.5K | ﹤0.01% | 2472 |
|
|
2024
Q3 | $594K | Buy |
12,664
+214
| +2% | +$10K | ﹤0.01% | 2587 |
|
|
2024
Q2 | $567K | Buy |
12,450
+1,576
| +14% | +$71.8K | ﹤0.01% | 2581 |
|
|
2024
Q1 | $469K | Buy |
10,874
+260
| +2% | +$11.2K | ﹤0.01% | 2699 |
|
|
2023
Q4 | $517K | Sell |
10,614
-27
| -0.3% | -$1.32K | ﹤0.01% | 2640 |
|
|
2023
Q3 | $427K | Buy |
10,641
+104
| +1% | +$4.17K | ﹤0.01% | 2699 |
|
|
2023
Q2 | $461K | Sell |
10,537
-238
| -2% | -$10.4K | ﹤0.01% | 2737 |
|
|
2023
Q1 | $467K | Buy |
10,775
+99
| +0.9% | +$4.29K | ﹤0.01% | 2468 |
|
|
2022
Q4 | $553K | Buy |
10,676
+169
| +2% | +$8.75K | ﹤0.01% | 2420 |
|
|
2022
Q3 | $492K | Buy |
10,507
+586
| +6% | +$27.4K | ﹤0.01% | 2495 |
|
|
2022
Q2 | $554K | Buy |
9,921
+688
| +7% | +$38.4K | ﹤0.01% | 2449 |
|
|
2022
Q1 | $466K | Sell |
9,233
-854
| -8% | -$43.1K | ﹤0.01% | 2450 |
|
|
2021
Q4 | $531K | Sell |
10,087
-85
| -0.8% | -$4.48K | ﹤0.01% | 2486 |
|
|
2021
Q3 | $464K | Sell |
10,172
-11
| -0.1% | -$502 | ﹤0.01% | 2581 |
|
|
2021
Q2 | $434K | Sell |
10,183
-1,066
| -9% | -$45.4K | ﹤0.01% | 2632 |
|
|
2021
Q1 | $475K | Sell |
11,249
-410
| -4% | -$17.3K | ﹤0.01% | 2519 |
|
|
2020
Q4 | $429K | Buy |
11,659
+1,445
| +14% | +$53.2K | ﹤0.01% | 2500 |
|
|
2020
Q3 | $355K | Sell |
10,214
-1,511
| -13% | -$52.5K | ﹤0.01% | 2446 |
|
|
2020
Q2 | $448K | Sell |
11,725
-2,160
| -16% | -$82.5K | ﹤0.01% | 2400 |
|
|
2020
Q1 | $552K | Buy |
13,885
+3,100
| +29% | +$123K | ﹤0.01% | 2126 |
|
|
2019
Q4 | $543K | Sell |
10,785
-39
| -0.4% | -$1.96K | ﹤0.01% | 2326 |
|
|
2019
Q3 | $490K | Buy |
10,824
+892
| +9% | +$40.4K | ﹤0.01% | 2334 |
|
|
2019
Q2 | $447K | Buy |
9,932
+203
| +2% | +$9.14K | ﹤0.01% | 2399 |
|
|
2019
Q1 | $440K | Sell |
9,729
-50
| -0.5% | -$2.26K | ﹤0.01% | 2379 |
|
|
2018
Q4 | $431K | Buy |
9,779
+2,957
| +43% | +$130K | ﹤0.01% | 2366 |
|
|
2018
Q3 | $289K | Buy |
6,822
+63
| +0.9% | +$2.67K | ﹤0.01% | 2535 |
|
|
2018
Q2 | $318K | Buy |
6,759
+705
| +12% | +$33.2K | ﹤0.01% | 2502 |
|
|
2018
Q1 | $276K | Sell |
6,054
-300
| -5% | -$13.7K | ﹤0.01% | 2476 |
|
|
2017
Q4 | $296K | Sell |
6,354
-1,211
| -16% | -$56.4K | ﹤0.01% | 2478 |
|
|
2017
Q3 | $362K | Sell |
7,565
-149
| -2% | -$7.13K | ﹤0.01% | 2479 |
|
|
2017
Q2 | $337K | Sell |
7,714
-500
| -6% | -$21.8K | ﹤0.01% | 2499 |
|
|
2017
Q1 | $343K | Buy |
8,214
+298
| +4% | +$12.4K | ﹤0.01% | 2438 |
|
|
2016
Q4 | $386K | Sell |
7,916
-341
| -4% | -$16.6K | ﹤0.01% | 2359 |
|
|
2016
Q3 | $337K | Buy |
8,257
+200
| +2% | +$8.16K | ﹤0.01% | 2416 |
|
|
2016
Q2 | $315K | Sell |
8,057
-2,736
| -25% | -$107K | ﹤0.01% | 2498 |
|
|
2016
Q1 | $401K | Buy |
10,793
+1,065
| +11% | +$39.6K | ﹤0.01% | 2366 |
|
|
2015
Q4 | $370K | Buy |
9,728
+155
| +2% | +$5.9K | ﹤0.01% | 2444 |
|
|
2015
Q3 | $334K | Buy |
9,573
+538
| +6% | +$18.8K | ﹤0.01% | 2472 |
|
|
2015
Q2 | $358K | Sell |
9,035
-90
| -1% | -$3.57K | ﹤0.01% | 2538 |
|
|
2015
Q1 | $409K | Buy |
9,125
+600
| +7% | +$26.9K | ﹤0.01% | 2423 |
|
|
2014
Q4 | $420K | Buy |
8,525
+900
| +12% | +$44.3K | ﹤0.01% | 2380 |
|
|
2014
Q3 | $350K | Hold |
7,625
| – | – | ﹤0.01% | 2436 |
|
|
2014
Q2 | $392K | Buy |
+7,625
| New | +$392K | ﹤0.01% | 2427 |
|