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Savant Capital’s Peoples Financial Services PFIS Stock Holding History

Savant Capital’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$267K Buy
5,408
+5
+0.1% +$247 ﹤0.01% 1460
2025
Q1 		$240K Sell
5,403
-548
-9% -$24.4K ﹤0.01% 1332
2024
Q4 		$305K Sell
5,951
-1,050
-15% -$53.7K ﹤0.01% 1106
2024
Q3 		$328K Buy
+7,001
New +$328K ﹤0.01% 1049