State Street’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 | $10.2M | Sell |
205,897
-708
| -0.3% | -$35K | ﹤0.01% | 2594 |
|
|
2025
Q1 | $9.19M | Buy |
206,605
+1,587
| +0.8% | +$70.6K | ﹤0.01% | 2575 |
|
|
2024
Q4 | $10.5M | Buy |
205,018
+23,362
| +13% | +$1.2M | ﹤0.01% | 2608 |
|
|
2024
Q3 | $8.52M | Buy |
181,656
+11,236
| +7% | +$527K | ﹤0.01% | 2698 |
|
|
2024
Q2 | $7.76M | Buy |
170,420
+20,938
| +14% | +$954K | ﹤0.01% | 2714 |
|
|
2024
Q1 | $6.44M | Buy |
149,482
+11,588
| +8% | +$500K | ﹤0.01% | 2822 |
|
|
2023
Q4 | $6.72M | Buy |
137,894
+4,731
| +4% | +$230K | ﹤0.01% | 2794 |
|
|
2023
Q3 | $5.34M | Sell |
133,163
-1,104
| -0.8% | -$44.3K | ﹤0.01% | 2880 |
|
|
2023
Q2 | $5.88M | Buy |
134,267
+1,567
| +1% | +$68.6K | ﹤0.01% | 2920 |
|
|
2023
Q1 | $5.75M | Buy |
132,700
+1,926
| +1% | +$83.5K | ﹤0.01% | 2937 |
|
|
2022
Q4 | $6.78M | Buy |
130,774
+3,583
| +3% | +$186K | ﹤0.01% | 2899 |
|
|
2022
Q3 | $5.96M | Buy |
127,191
+752
| +0.6% | +$35.2K | ﹤0.01% | 2974 |
|
|
2022
Q2 | $7.06M | Buy |
126,439
+4,376
| +4% | +$244K | ﹤0.01% | 2919 |
|
|
2022
Q1 | $6.16M | Buy |
122,063
+4,996
| +4% | +$252K | ﹤0.01% | 3079 |
|
|
2021
Q4 | $6.17M | Sell |
117,067
-1,000
| -0.8% | -$52.7K | ﹤0.01% | 3139 |
|
|
2021
Q3 | $5.38M | Buy |
118,067
+6,967
| +6% | +$317K | ﹤0.01% | 3197 |
|
|
2021
Q2 | $4.73M | Sell |
111,100
-8,501
| -7% | -$362K | ﹤0.01% | 3275 |
|
|
2021
Q1 | $5.05M | Sell |
119,601
-10,026
| -8% | -$424K | ﹤0.01% | 3049 |
|
|
2020
Q4 | $4.77M | Sell |
129,627
-2,502
| -2% | -$92K | ﹤0.01% | 2987 |
|
|
2020
Q3 | $4.59M | Buy |
132,129
+130
| +0.1% | +$4.52K | ﹤0.01% | 2826 |
|
|
2020
Q2 | $5.04M | Buy |
131,999
+3,262
| +3% | +$125K | ﹤0.01% | 2754 |
|
|
2020
Q1 | $5.12M | Buy |
128,737
+3,644
| +3% | +$145K | ﹤0.01% | 2621 |
|
|
2019
Q4 | $6.3M | Buy |
125,093
+4,142
| +3% | +$209K | ﹤0.01% | 2743 |
|
|
2019
Q3 | $5.48M | Buy |
120,951
+100
| +0.1% | +$4.53K | ﹤0.01% | 2740 |
|
|
2019
Q2 | $5.44M | Buy |
120,851
+818
| +0.7% | +$36.8K | ﹤0.01% | 2776 |
|
|
2019
Q1 | $5.43M | Sell |
120,033
-183
| -0.2% | -$8.28K | ﹤0.01% | 2713 |
|
|
2018
Q4 | $5.3M | Sell |
120,216
-7,003
| -6% | -$309K | ﹤0.01% | 2686 |
|
|
2018
Q3 | $5.39M | Buy |
127,219
+984
| +0.8% | +$41.7K | ﹤0.01% | 2829 |
|
|
2018
Q2 | $5.94M | Buy |
126,235
+274
| +0.2% | +$12.9K | ﹤0.01% | 2785 |
|
|
2018
Q1 | $5.75M | Buy |
125,961
+875
| +0.7% | +$39.9K | ﹤0.01% | 2727 |
|
|
2017
Q4 | $5.83M | Buy |
125,086
+2,682
| +2% | +$125K | ﹤0.01% | 2720 |
|
|
2017
Q3 | $5.85M | Buy |
122,404
+880
| +0.7% | +$42.1K | ﹤0.01% | 2722 |
|
|
2017
Q2 | $5.31M | Buy |
121,524
+9,106
| +8% | +$398K | ﹤0.01% | 2704 |
|
|
2017
Q1 | $4.7M | Buy |
112,418
+313
| +0.3% | +$13.1K | ﹤0.01% | 2723 |
|
|
2016
Q4 | $5.46M | Buy |
112,105
+4,396
| +4% | +$214K | ﹤0.01% | 2647 |
|
|
2016
Q3 | $4.39M | Buy |
107,709
+1,693
| +2% | +$69K | ﹤0.01% | 2630 |
|
|
2016
Q2 | $4.15M | Sell |
106,016
-1,358
| -1% | -$53.1K | ﹤0.01% | 2698 |
|
|
2016
Q1 | $3.99M | Buy |
107,374
+3,835
| +4% | +$143K | ﹤0.01% | 2667 |
|
|
2015
Q4 | $3.94M | Buy |
103,539
+3,135
| +3% | +$119K | ﹤0.01% | 2668 |
|
|
2015
Q3 | $3.5M | Sell |
100,404
-1,074
| -1% | -$37.5K | ﹤0.01% | 2704 |
|
|
2015
Q2 | $4.02M | Buy |
101,478
+7,564
| +8% | +$300K | ﹤0.01% | 2743 |
|
|
2015
Q1 | $4.21M | Buy |
93,914
+5,219
| +6% | +$234K | ﹤0.01% | 2656 |
|
|
2014
Q4 | $4.41M | Buy |
88,695
+2,161
| +2% | +$107K | ﹤0.01% | 2629 |
|
|
2014
Q3 | $3.98M | Buy |
86,534
+3,606
| +4% | +$166K | ﹤0.01% | 2655 |
|
|
2014
Q2 | $4.26M | Buy |
+82,928
| New | +$4.26M | ﹤0.01% | 2679 |
|