United Capital Financial Advisors’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 Q1	–	Sell	-5,463	Closed	-$280K	–	1094
2024 Q4	$280K	Hold	5,463	–	–	﹤0.01%	896
2024 Q3	$256K	Buy	+5,463	New	+$256K	﹤0.01%	931