Stone House Investment Management’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 | $576K | Sell |
11,670
-3
| -0% | -$148 | 0.11% | 40 |
|
|
2025
Q1 | $519K | Sell |
11,673
-29
| -0.2% | -$1.29K | 0.11% | 44 |
|
|
2024
Q4 | $599K | Buy |
11,702
+12
| +0.1% | +$614 | 0.15% | 36 |
|
|
2024
Q3 | $548K | Buy |
11,690
+43
| +0.4% | +$2.02K | 0.11% | 37 |
|
|
2024
Q2 | $530K | Buy |
11,647
+12
| +0.1% | +$546 | 0.14% | 33 |
|
|
2024
Q1 | $502K | Sell |
11,635
-156
| -1% | -$6.73K | 0.12% | 39 |
|
|
2023
Q4 | $574K | Buy |
11,791
+9
| +0.1% | +$438 | 0.2% | 30 |
|
|
2023
Q3 | $472K | Sell |
11,782
-435
| -4% | -$17.4K | 0.16% | 29 |
|
|
2023
Q2 | $535K | Buy |
12,217
+10
| +0.1% | +$438 | 0.19% | 24 |
|
|
2023
Q1 | $529K | Sell |
12,207
-191
| -2% | -$8.28K | 0.18% | 25 |
|
|
2022
Q4 | $643K | Sell |
12,398
-793
| -6% | -$41.1K | 0.23% | 29 |
|
|
2022
Q3 | $618K | Buy |
13,191
+8
| +0.1% | +$375 | 0.29% | 24 |
|
|
2022
Q2 | $736K | Buy |
13,183
+8
| +0.1% | +$447 | 0.33% | 24 |
|
|
2022
Q1 | $665K | Sell |
13,175
-4,917
| -27% | -$248K | 0.23% | 26 |
|
|
2021
Q4 | $953K | Sell |
18,092
-472
| -3% | -$24.9K | 0.33% | 24 |
|
|
2021
Q3 | $791K | Hold |
18,564
| – | – | 0.31% | 25 |
|
|
2021
Q2 | $791K | Sell |
18,564
-4,912
| -21% | -$209K | 0.31% | 25 |
|
|
2021
Q1 | $863K | Hold |
23,476
| – | – | 0.43% | 23 |
|
|
2020
Q4 | $863K | Sell |
23,476
-4,917
| -17% | -$181K | 0.43% | 23 |
|
|
2020
Q3 | $987K | Buy |
28,393
+10
| +0% | +$348 | 0.4% | 29 |
|
|
2020
Q2 | $1.08M | Buy |
28,383
+10
| +0% | +$382 | 0.54% | 27 |
|
|
2020
Q1 | $1.13M | Buy |
+28,373
| New | +$1.13M | 0.66% | 22 |
|
|
2019
Q4 | – | Sell |
-29,120
| Closed | -$1.32M | – | 43 |
|
|
2019
Q3 | $1.32M | Buy |
29,120
+7
| +0% | +$317 | 0.66% | 27 |
|
|
2019
Q2 | $1.31M | Buy |
29,113
+7
| +0% | +$315 | 0.68% | 24 |
|
|
2019
Q1 | $1.32M | Buy |
29,106
+7
| +0% | +$317 | 0.69% | 29 |
|
|
2018
Q4 | $1.28M | Buy |
29,099
+7
| +0% | +$308 | 0.81% | 25 |
|
|
2018
Q3 | $1.23M | Sell |
29,092
-344
| -1% | -$14.6K | 0.71% | 26 |
|
|
2018
Q2 | $1.38M | Buy |
29,436
+6
| +0% | +$282 | 0.88% | 26 |
|
|
2018
Q1 | $1.34M | Buy |
29,430
+6
| +0% | +$274 | 0.87% | 27 |
|
|
2017
Q4 | $1.37M | Sell |
29,424
-286
| -1% | -$13.3K | 0.93% | 24 |
|
|
2017
Q3 | $1.42M | Buy |
29,710
+7
| +0% | +$335 | 1.01% | 24 |
|
|
2017
Q2 | $1.3M | Sell |
29,703
-744
| -2% | -$32.5K | 0.93% | 26 |
|
|
2017
Q1 | $1.27M | Buy |
30,447
+7
| +0% | +$293 | 0.95% | 26 |
|
|
2016
Q4 | $1.48M | Buy |
+30,440
| New | +$1.48M | 1.25% | 27 |
|