Stifel Financial’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $598K | Hold |
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|
2025
Q2 | $608K | Hold |
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|
2025
Q1 | $547K | Hold |
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|
2024
Q4 | $630K | Hold |
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|
2024
Q3 | $577K | Buy |
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|
2024
Q2 | $350K | Hold |
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|
2024
Q1 | $331K | Hold |
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|
2023
Q4 | $374K | Hold |
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|
2023
Q3 | $308K | Hold |
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|
2023
Q2 | $336K | Hold |
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|
2023
Q1 | $333K | Hold |
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|
2022
Q4 | $398K | Hold |
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|
2022
Q3 | $360K | Hold |
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|
2022
Q2 | $429K | Hold |
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|
2022
Q1 | $388K | Hold |
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|
2021
Q4 | $405K | Hold |
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|
2021
Q3 | $350K | Hold |
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|
2021
Q2 | $327K | Hold |
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|
2021
Q1 | $324K | Hold |
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|
2020
Q4 | $282K | Hold |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $293K | Hold |
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|
2020
Q1 | $305K | Hold |
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|
2019
Q4 | $387K | Hold |
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|
2019
Q3 | $348K | Hold |
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|
2019
Q2 | $346K | Buy |
|