Sterling Financial Planning’s Provident Financial Services PFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$465K	Sell	26,544 -4,930	-16%	-$86.4K	0.16%	73
2025 Q1	$540K	Sell	31,474 -6,599	-17%	-$113K	0.2%	68
2024 Q4	$718K	Sell	38,073 -3,961	-9%	-$74.7K	0.26%	53
2024 Q3	$780K	Sell	42,034 -2	-0%	-$37	0.29%	55
2024 Q2	$603K	Buy	+42,036	New	+$603K	0.24%	58