Steward Partners Investment Advisory’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 | $92K | Hold |
5,248
| – | – | ﹤0.01% | 2163 |
|
|
2025
Q1 | $90.1K | Hold |
5,248
| – | – | ﹤0.01% | 2073 |
|
|
2024
Q4 | $99K | Buy |
+5,248
| New | +$99K | ﹤0.01% | 1988 |
|
|
2024
Q2 | – | Sell |
-6,200
| Closed | -$90.3K | – | 3691 |
|
|
2024
Q1 | $90.3K | Hold |
6,200
| – | – | ﹤0.01% | 1820 |
|
|
2023
Q4 | $112K | Hold |
6,200
| – | – | ﹤0.01% | 1632 |
|
|
2023
Q3 | $94.8K | Hold |
6,200
| – | – | ﹤0.01% | 1590 |
|
|
2023
Q2 | $101K | Hold |
6,200
| – | – | ﹤0.01% | 1581 |
|
|
2023
Q1 | $119K | Hold |
6,200
| – | – | ﹤0.01% | 1507 |
|
|
2022
Q4 | $132K | Hold |
6,200
| – | – | ﹤0.01% | 1427 |
|
|
2022
Q3 | $121K | Hold |
6,200
| – | – | ﹤0.01% | 1418 |
|
|
2022
Q2 | $138K | Hold |
6,200
| – | – | ﹤0.01% | 1360 |
|
|
2022
Q1 | $145K | Hold |
6,200
| – | – | ﹤0.01% | 1436 |
|
|
2021
Q4 | $150K | Hold |
6,200
| – | – | ﹤0.01% | 1429 |
|
|
2021
Q3 | $146K | Sell |
6,200
-2,177
| -26% | -$51.3K | ﹤0.01% | 1405 |
|
|
2021
Q2 | $192K | Hold |
8,377
| – | – | ﹤0.01% | 1575 |
|
|
2021
Q1 | $187K | Hold |
8,377
| – | – | ﹤0.01% | 1338 |
|
|
2020
Q4 | $150K | Buy |
8,377
+1,898
| +29% | +$34K | ﹤0.01% | 1189 |
|
|
2020
Q3 | $79K | Buy |
+6,479
| New | +$79K | ﹤0.01% | 1310 |
|
|
2018
Q4 | – | Sell |
-1
| Closed | – | – | 1745 |
|
|
2018
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2669 |
|