Stifel Financial’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 | $608K | Hold |
12,308
| – | – | ﹤0.01% | 2653 |
|
|
2025
Q1 | $547K | Hold |
12,308
| – | – | ﹤0.01% | 2626 |
|
|
2024
Q4 | $630K | Hold |
12,308
| – | – | ﹤0.01% | 2541 |
|
|
2024
Q3 | $577K | Buy |
12,308
+4,627
| +60% | +$217K | ﹤0.01% | 2585 |
|
|
2024
Q2 | $350K | Hold |
7,681
| – | – | ﹤0.01% | 2835 |
|
|
2024
Q1 | $331K | Hold |
7,681
| – | – | ﹤0.01% | 2856 |
|
|
2023
Q4 | $374K | Hold |
7,681
| – | – | ﹤0.01% | 2719 |
|
|
2023
Q3 | $308K | Hold |
7,681
| – | – | ﹤0.01% | 2779 |
|
|
2023
Q2 | $336K | Hold |
7,681
| – | – | ﹤0.01% | 2751 |
|
|
2023
Q1 | $333K | Hold |
7,681
| – | – | ﹤0.01% | 2746 |
|
|
2022
Q4 | $398K | Hold |
7,681
| – | – | ﹤0.01% | 2605 |
|
|
2022
Q3 | $360K | Hold |
7,681
| – | – | ﹤0.01% | 2628 |
|
|
2022
Q2 | $429K | Hold |
7,681
| – | – | ﹤0.01% | 2559 |
|
|
2022
Q1 | $388K | Hold |
7,681
| – | – | ﹤0.01% | 2719 |
|
|
2021
Q4 | $405K | Hold |
7,681
| – | – | ﹤0.01% | 2721 |
|
|
2021
Q3 | $350K | Hold |
7,681
| – | – | ﹤0.01% | 2800 |
|
|
2021
Q2 | $327K | Hold |
7,681
| – | – | ﹤0.01% | 2849 |
|
|
2021
Q1 | $324K | Hold |
7,681
| – | – | ﹤0.01% | 2740 |
|
|
2020
Q4 | $282K | Hold |
7,681
| – | – | ﹤0.01% | 2621 |
|
|
2020
Q3 | $267K | Hold |
7,681
| – | – | ﹤0.01% | 2471 |
|
|
2020
Q2 | $293K | Hold |
7,681
| – | – | ﹤0.01% | 2383 |
|
|
2020
Q1 | $305K | Hold |
7,681
| – | – | ﹤0.01% | 2176 |
|
|
2019
Q4 | $387K | Hold |
7,681
| – | – | ﹤0.01% | 2409 |
|
|
2019
Q3 | $348K | Hold |
7,681
| – | – | ﹤0.01% | 2368 |
|
|
2019
Q2 | $346K | Buy |
+7,681
| New | +$346K | ﹤0.01% | 2421 |
|