ST
Sabal Trust’s Peoples Financial Services PFIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $267K | Hold |
6,009
| – | – | 0.01% | 209 |
|
2024
Q4 | $308K | Hold |
6,009
| – | – | 0.02% | 202 |
|
2024
Q3 | $282K | Hold |
6,009
| – | – | 0.02% | 206 |
|
2024
Q2 | $274K | Hold |
6,009
| – | – | 0.02% | 185 |
|
2024
Q1 | $259K | Hold |
6,009
| – | – | 0.02% | 198 |
|
2023
Q4 | $293K | Sell |
6,009
-240
| -4% | -$11.7K | 0.02% | 182 |
|
2023
Q3 | $251K | Hold |
6,249
| – | – | 0.02% | 181 |
|
2023
Q2 | $274K | Hold |
6,249
| – | – | 0.02% | 181 |
|
2023
Q1 | $271K | Hold |
6,249
| – | – | 0.02% | 125 |
|
2022
Q4 | $324K | Sell |
6,249
-180
| -3% | -$9.33K | 0.02% | 126 |
|
2022
Q3 | $301K | Hold |
6,429
| – | – | 0.02% | 129 |
|
2022
Q2 | $359K | Hold |
6,429
| – | – | 0.03% | 127 |
|
2022
Q1 | $325K | Hold |
6,429
| – | – | 0.02% | 114 |
|
2021
Q4 | $339K | Sell |
6,429
-211
| -3% | -$11.1K | 0.02% | 121 |
|
2021
Q3 | $303K | Hold |
6,640
| – | – | 0.02% | 121 |
|
2021
Q2 | $283K | Hold |
6,640
| – | – | 0.02% | 124 |
|
2021
Q1 | $280K | Hold |
6,640
| – | – | 0.02% | 123 |
|
2020
Q4 | $244K | Sell |
6,640
-260
| -4% | -$9.55K | 0.02% | 132 |
|
2020
Q3 | $240K | Hold |
6,900
| – | – | 0.02% | 121 |
|
2020
Q2 | $264K | Hold |
6,900
| – | – | 0.02% | 111 |
|
2020
Q1 | $274K | Sell |
6,900
-397
| -5% | -$15.8K | 0.03% | 107 |
|
2019
Q4 | $367K | Sell |
7,297
-204
| -3% | -$10.3K | 0.03% | 115 |
|
2019
Q3 | $340K | Hold |
7,501
| – | – | 0.03% | 112 |
|
2019
Q2 | $337K | Hold |
7,501
| – | – | 0.03% | 102 |
|
2019
Q1 | $339K | Hold |
7,501
| – | – | 0.03% | 104 |
|
2018
Q4 | $330K | Sell |
7,501
-236
| -3% | -$10.4K | 0.03% | 108 |
|
2018
Q3 | $328K | Hold |
7,737
| – | – | 0.03% | 115 |
|
2018
Q2 | $364K | Hold |
7,737
| – | – | 0.03% | 109 |
|
2018
Q1 | $353K | Hold |
7,737
| – | – | 0.03% | 119 |
|
2017
Q4 | $360K | Sell |
7,737
-1,263
| -14% | -$58.8K | 0.04% | 99 |
|
2017
Q3 | $430K | Sell |
9,000
-250
| -3% | -$11.9K | 0.04% | 96 |
|
2017
Q2 | $405K | Buy |
+9,250
| New | +$405K | 0.04% | 94 |
|