SG Americas Securities’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 | – | Sell |
-3,188
| Closed | -$142K | – | 2969 |
|
|
2025
Q1 | $142K | Sell |
3,188
-685
| -18% | -$30.5K | ﹤0.01% | 2479 |
|
|
2024
Q4 | $198K | Buy |
3,873
+688
| +22% | +$35.2K | ﹤0.01% | 1914 |
|
|
2024
Q3 | $149K | Buy |
+3,185
| New | +$149K | ﹤0.01% | 2444 |
|
|
2024
Q2 | – | Sell |
-2,415
| Closed | -$104K | – | 2737 |
|
|
2024
Q1 | $104K | Sell |
2,415
-1,324
| -35% | -$57K | ﹤0.01% | 2251 |
|
|
2023
Q4 | $182K | Buy |
3,739
+268
| +8% | +$13K | ﹤0.01% | 2046 |
|
|
2023
Q3 | $139K | Buy |
+3,471
| New | +$139K | ﹤0.01% | 2328 |
|
|
2023
Q2 | – | Sell |
-2,905
| Closed | -$126K | – | 2604 |
|
|
2023
Q1 | $126K | Buy |
2,905
+411
| +16% | +$17.8K | ﹤0.01% | 2520 |
|
|
2022
Q4 | $129K | Buy |
2,494
+245
| +11% | +$12.7K | ﹤0.01% | 2302 |
|
|
2022
Q3 | $105K | Sell |
2,249
-726
| -24% | -$33.9K | ﹤0.01% | 2540 |
|
|
2022
Q2 | $166K | Buy |
+2,975
| New | +$166K | ﹤0.01% | 2546 |
|
|
2022
Q1 | – | Sell |
-2,150
| Closed | -$113K | – | 2881 |
|
|
2021
Q4 | $113K | Sell |
2,150
-2,413
| -53% | -$127K | ﹤0.01% | 2721 |
|
|
2021
Q3 | $208K | Buy |
+4,563
| New | +$208K | ﹤0.01% | 2950 |
|
|
2020
Q3 | – | Sell |
-3,852
| Closed | -$147K | – | 2716 |
|
|
2020
Q2 | $147K | Buy |
3,852
+1,218
| +46% | +$46.5K | ﹤0.01% | 2696 |
|
|
2020
Q1 | $105K | Buy |
+2,634
| New | +$105K | ﹤0.01% | 2523 |
|
|
2019
Q2 | – | Sell |
-3,420
| Closed | -$155K | – | 2772 |
|
|
2019
Q1 | $155K | Buy |
+3,420
| New | +$155K | ﹤0.01% | 2399 |
|
|
2018
Q3 | – | Sell |
-2,705
| Closed | -$127K | – | 2804 |
|
|
2018
Q2 | $127K | Buy |
+2,705
| New | +$127K | ﹤0.01% | 2541 |
|
|
2017
Q3 | – | Sell |
-3,184
| Closed | -$139K | – | 3089 |
|
|
2017
Q2 | $139K | Sell |
3,184
-4,785
| -60% | -$209K | ﹤0.01% | 2347 |
|
|
2017
Q1 | $333K | Buy |
+7,969
| New | +$333K | ﹤0.01% | 1890 |
|