Sterling Financial Planning, Inc.'s ownership history for PFS

Sterling Financial Planning, Inc. currently holds 26.0K shares with a market value of $502.0K. It started holding PFS on 2024-09-30. At its peak, it held 42.0K shares on 2024-09-30. Its highest holding value was $780.2K on 2024-09-30. At its lowest, it held 26.0K shares on 2025-09-30, with a value of $465.3K on 2025-06-30. In the recent 180 days, Sterling Financial Planning, Inc. has decreased its shares by 5.4K. In the recent year, Sterling Financial Planning, Inc. has decreased its shares by 16.0K.