RAM
Riggs Asset Management’s Peoples Financial Services PFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
4,182
-31
| -0.7% | -$1.53K | 0.05% | 101 |
|
|
2025
Q1 | $187K | Sell |
4,213
-156
| -4% | -$6.94K | 0.05% | 108 |
|
|
2024
Q4 | $224K | Buy |
4,369
+37
| +0.9% | +$1.9K | 0.06% | 90 |
|
|
2024
Q3 | $203K | Buy |
4,332
+58
| +1% | +$2.72K | 0.06% | 100 |
|
|
2024
Q2 | $195K | Hold |
4,274
| – | – | 0.06% | 92 |
|
|
2024
Q1 | $184K | Hold |
4,274
| – | – | 0.05% | 91 |
|
|
2023
Q4 | $208K | Hold |
4,274
| – | – | 0.07% | 91 |
|
|
2023
Q3 | $171K | Sell |
4,274
-1,354
| -24% | -$54.3K | 0.06% | 92 |
|
|
2023
Q2 | $246K | Sell |
5,628
-100
| -2% | -$4.38K | 0.09% | 89 |
|
|
2023
Q1 | $248K | Hold |
5,728
| – | – | 0.1% | 84 |
|
|
2022
Q4 | $297K | Hold |
5,728
| – | – | 0.12% | 80 |
|
|
2022
Q3 | $268K | Sell |
5,728
-200
| -3% | -$9.36K | 0.11% | 83 |
|
|
2022
Q2 | $331K | Sell |
5,928
-250
| -4% | -$14K | 0.14% | 71 |
|
|
2022
Q1 | $312K | Sell |
6,178
-352
| -5% | -$17.8K | 0.09% | 79 |
|
|
2021
Q4 | $344K | Sell |
6,530
-100
| -2% | -$5.27K | 0.09% | 78 |
|
|
2021
Q3 | $302K | Buy |
6,630
+450
| +7% | +$20.5K | 0.09% | 80 |
|
|
2021
Q2 | $263K | Sell |
6,180
-33
| -0.5% | -$1.4K | 0.07% | 87 |
|
|
2021
Q1 | $262K | Sell |
6,213
-1,315
| -17% | -$55.5K | 0.08% | 82 |
|
|
2020
Q4 | $277K | Sell |
7,528
-283
| -4% | -$10.4K | 0.09% | 74 |
|
|
2020
Q3 | $273K | Buy |
7,811
+1,025
| +15% | +$35.8K | 0.12% | 51 |
|
|
2020
Q2 | $259K | Buy |
6,786
+387
| +6% | +$14.8K | 0.11% | 49 |
|
|
2020
Q1 | $254K | Sell |
6,399
-1,636
| -20% | -$64.9K | 0.16% | 45 |
|
|
2019
Q4 | $405K | Hold |
8,035
| – | – | 0.16% | 47 |
|
|
2019
Q3 | $363K | Buy |
8,035
+850
| +12% | +$38.4K | 0.19% | 44 |
|
|
2019
Q2 | $323K | Hold |
7,185
| – | – | 0.18% | 47 |
|
|
2019
Q1 | $325K | Buy |
7,185
+1,636
| +29% | +$74K | 0.22% | 39 |
|
|
2018
Q4 | $244K | Hold |
5,549
| – | – | 0.18% | 47 |
|
|
2018
Q3 | $235K | Hold |
5,549
| – | – | 0.12% | 46 |
|
|
2018
Q2 | $261K | Hold |
5,549
| – | – | 0.11% | 49 |
|
|
2018
Q1 | $253K | Hold |
5,549
| – | – | 0.1% | 54 |
|
|
2017
Q4 | $258K | Buy |
5,549
+545
| +11% | +$25.3K | 0.1% | 59 |
|
|
2017
Q3 | $239K | Hold |
5,004
| – | – | 0.11% | 59 |
|
|
2017
Q2 | $219K | Hold |
5,004
| – | – | 0.1% | 59 |
|
|
2017
Q1 | $209K | Sell |
5,004
-185
| -4% | -$7.73K | 0.1% | 56 |
|
|
2016
Q4 | $253K | Hold |
5,189
| – | – | 0.13% | 60 |
|
|
2016
Q3 | $212K | Sell |
5,189
-975
| -16% | -$39.8K | 0.11% | 59 |
|
|
2016
Q2 | $241K | Sell |
6,164
-185
| -3% | -$7.23K | 0.13% | 60 |
|
|
2016
Q1 | $236K | Hold |
6,349
| – | – | 0.17% | 45 |
|
|
2015
Q4 | $242K | Hold |
6,349
| – | – | 0.12% | 45 |
|
|
2015
Q3 | $222K | Sell |
6,349
-2,486
| -28% | -$86.9K | 0.14% | 38 |
|
|
2015
Q2 | $350K | Sell |
8,835
-6,284
| -42% | -$249K | 0.17% | 40 |
|
|
2015
Q1 | $678K | Hold |
15,119
| – | – | 0.33% | 35 |
|
|
2014
Q4 | $751K | Hold |
15,119
| – | – | 0.37% | 36 |
|
|
2014
Q3 | $695K | Hold |
15,119
| – | – | 0.4% | 34 |
|
|
2014
Q2 | $777K | Buy |
+15,119
| New | +$777K | 0.46% | 36 |
|