Zurich Cantonal Bank’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 | $622K | Buy |
35,480
+5,553
| +19% | +$97.3K | ﹤0.01% | 1522 |
|
|
2025
Q1 | $514K | Sell |
29,927
-9,374
| -24% | -$161K | ﹤0.01% | 1586 |
|
|
2024
Q4 | $742K | Buy |
39,301
+8,986
| +30% | +$170K | ﹤0.01% | 1393 |
|
|
2024
Q3 | $563K | Hold |
30,315
| – | – | ﹤0.01% | 1481 |
|
|
2024
Q2 | $435K | Buy |
30,315
+15,299
| +102% | +$220K | ﹤0.01% | 1581 |
|
|
2024
Q1 | $219K | Hold |
15,016
| – | – | ﹤0.01% | 2002 |
|
|
2023
Q4 | $271K | Hold |
15,016
| – | – | ﹤0.01% | 1901 |
|
|
2023
Q3 | $230K | Buy |
15,016
+4,403
| +41% | +$67.3K | ﹤0.01% | 1884 |
|
|
2023
Q2 | $173K | Hold |
10,613
| – | – | ﹤0.01% | 2020 |
|
|
2023
Q1 | $204K | Hold |
10,613
| – | – | ﹤0.01% | 1850 |
|
|
2022
Q4 | $227K | Buy |
10,613
+2,353
| +28% | +$50.3K | ﹤0.01% | 1754 |
|
|
2022
Q3 | $161K | Hold |
8,260
| – | – | ﹤0.01% | 1889 |
|
|
2022
Q2 | $184K | Sell |
8,260
-2,378
| -22% | -$53K | ﹤0.01% | 1843 |
|
|
2022
Q1 | $249K | Buy |
10,638
+2,324
| +28% | +$54.4K | ﹤0.01% | 1755 |
|
|
2021
Q4 | $201K | Hold |
8,314
| – | – | ﹤0.01% | 2060 |
|
|
2021
Q3 | $195K | Hold |
8,314
| – | – | ﹤0.01% | 1936 |
|
|
2021
Q2 | $190K | Hold |
8,314
| – | – | ﹤0.01% | 1843 |
|
|
2021
Q1 | $185K | Buy |
8,314
+147
| +2% | +$3.27K | ﹤0.01% | 1827 |
|
|
2020
Q4 | $147K | Buy |
8,167
+2,577
| +46% | +$46.4K | ﹤0.01% | 2026 |
|
|
2020
Q3 | $68K | Hold |
5,590
| – | – | ﹤0.01% | 2151 |
|
|
2020
Q2 | $81K | Hold |
5,590
| – | – | ﹤0.01% | 2039 |
|
|
2020
Q1 | $72K | Buy |
5,590
+2,293
| +70% | +$29.5K | ﹤0.01% | 1772 |
|
|
2019
Q4 | $81K | Hold |
3,297
| – | – | ﹤0.01% | 1855 |
|
|
2019
Q3 | $81K | Hold |
3,297
| – | – | ﹤0.01% | 1730 |
|
|
2019
Q2 | $80K | Hold |
3,297
| – | – | ﹤0.01% | 1755 |
|
|
2019
Q1 | $85K | Sell |
3,297
-550
| -14% | -$14.2K | ﹤0.01% | 1674 |
|
|
2018
Q4 | $93K | Hold |
3,847
| – | – | ﹤0.01% | 1641 |
|
|
2018
Q3 | $94K | Buy |
3,847
+670
| +21% | +$16.4K | ﹤0.01% | 1747 |
|
|
2018
Q2 | $87K | Hold |
3,177
| – | – | ﹤0.01% | 1736 |
|
|
2018
Q1 | $81K | Hold |
3,177
| – | – | ﹤0.01% | 1724 |
|
|
2017
Q4 | $86K | Buy |
3,177
+1,531
| +93% | +$41.4K | ﹤0.01% | 1666 |
|
|
2017
Q3 | $44K | Hold |
1,646
| – | – | ﹤0.01% | 1885 |
|
|
2017
Q2 | $42K | Hold |
1,646
| – | – | ﹤0.01% | 1871 |
|
|
2017
Q1 | $43K | Hold |
1,646
| – | – | ﹤0.01% | 1836 |
|
|
2016
Q4 | $47K | Hold |
1,646
| – | – | ﹤0.01% | 1736 |
|
|
2016
Q3 | $35K | Buy |
1,646
+291
| +21% | +$6.19K | ﹤0.01% | 1876 |
|
|
2016
Q2 | $27K | Hold |
1,355
| – | – | ﹤0.01% | 1877 |
|
|
2016
Q1 | $27K | Hold |
1,355
| – | – | ﹤0.01% | 1813 |
|
|
2015
Q4 | $27K | Buy |
1,355
+794
| +142% | +$15.8K | ﹤0.01% | 1838 |
|
|
2015
Q3 | $11K | Buy |
561
+320
| +133% | +$6.28K | ﹤0.01% | 1910 |
|
|
2015
Q2 | $5K | Hold |
241
| – | – | ﹤0.01% | 1932 |
|
|
2015
Q1 | $4K | Buy |
+241
| New | +$4K | ﹤0.01% | 2040 |
|