WBI Investments’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 | $213K | Buy |
+12,177
| New | +$213K | 0.06% | 256 |
|
2024
Q4 | – | Sell |
-17,597
| Closed | -$327K | – | 270 |
|
2024
Q3 | $327K | Buy |
+17,597
| New | +$327K | 0.08% | 214 |
|
2024
Q2 | – | Sell |
-19,161
| Closed | -$279K | – | 216 |
|
2024
Q1 | $279K | Sell |
19,161
-3,535
| -16% | -$51.5K | 0.06% | 174 |
|
2023
Q4 | $409K | Buy |
22,696
+3,155
| +16% | +$56.9K | 0.08% | 161 |
|
2023
Q3 | $299K | Buy |
19,541
+1,338
| +7% | +$20.5K | 0.06% | 168 |
|
2023
Q2 | $297K | Buy |
+18,203
| New | +$297K | 0.05% | 170 |
|
2021
Q1 | – | Sell |
-18,478
| Closed | -$332K | – | 223 |
|
2020
Q4 | $332K | Sell |
18,478
-1,944
| -10% | -$34.9K | 0.05% | 136 |
|
2020
Q3 | $249K | Buy |
+20,422
| New | +$249K | 0.04% | 116 |
|
2017
Q4 | – | Sell |
-76,649
| Closed | -$2.05M | – | 353 |
|
2017
Q3 | $2.05M | Buy |
+76,649
| New | +$2.05M | 0.09% | 136 |
|
2017
Q2 | – | Sell |
-51,074
| Closed | -$1.32M | – | 349 |
|
2017
Q1 | $1.32M | Sell |
51,074
-3,056
| -6% | -$79K | 0.06% | 186 |
|
2016
Q4 | $1.53M | Buy |
+54,130
| New | +$1.53M | 0.07% | 178 |
|