Aull & Monroe Investment Management’s PNC Financial Services PNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,586
Closed -$279K 127
2025
Q1
$279K Hold
1,586
0.14% 107
2024
Q4
$306K Hold
1,586
0.16% 104
2024
Q3
$293K Hold
1,586
0.14% 106
2024
Q2
$247K Sell
1,586
-400
-20% -$62.2K 0.12% 115
2024
Q1
$321K Sell
1,986
-200
-9% -$32.3K 0.15% 103
2023
Q4
$339K Hold
2,186
0.17% 100
2023
Q3
$268K Sell
2,186
-33
-1% -$4.05K 0.14% 107
2023
Q2
$279K Sell
2,219
-50
-2% -$6.3K 0.14% 106
2023
Q1
$288K Sell
2,269
-67
-3% -$8.52K 0.15% 107
2022
Q4
$369K Hold
2,336
0.18% 91
2022
Q3
$349K Hold
2,336
0.19% 93
2022
Q2
$368K Hold
2,336
0.19% 97
2022
Q1
$431K Sell
2,336
-50
-2% -$9.23K 0.19% 95
2021
Q4
$479K Hold
2,386
0.21% 91
2021
Q3
$467K Hold
2,386
0.23% 91
2021
Q2
$455K Hold
2,386
0.22% 93
2021
Q1
$418K Sell
2,386
-150
-6% -$26.3K 0.2% 93
2020
Q4
$378K Hold
2,536
0.2% 95
2020
Q3
$279K Hold
2,536
0.16% 108
2020
Q2
$267K Sell
2,536
-151
-6% -$15.9K 0.17% 111
2020
Q1
$257K Sell
2,687
-100
-4% -$9.57K 0.17% 103
2019
Q4
$444K Hold
2,787
0.23% 92
2019
Q3
$390K Sell
2,787
-50
-2% -$7K 0.21% 98
2019
Q2
$389K Hold
2,837
0.21% 94
2019
Q1
$348K Hold
2,837
0.19% 98
2018
Q4
$332K Sell
2,837
-394
-12% -$46.1K 0.19% 97
2018
Q3
$440K Buy
3,231
+150
+5% +$20.4K 0.21% 93
2018
Q2
$416K Hold
3,081
0.21% 91
2018
Q1
$466K Hold
3,081
0.24% 90
2017
Q4
$445K Hold
3,081
0.22% 92
2017
Q3
$415K Hold
3,081
0.21% 93
2017
Q2
$384K Hold
3,081
0.21% 97
2017
Q1
$370K Sell
3,081
-50
-2% -$6.01K 0.2% 99
2016
Q4
$366K Buy
3,131
+291
+10% +$34K 0.21% 94
2016
Q3
$256K Buy
2,840
+100
+4% +$9.01K 0.15% 112
2016
Q2
$223K Buy
2,740
+40
+1% +$3.26K 0.13% 113
2016
Q1
$228K Buy
+2,700
New +$228K 0.14% 112
2015
Q2
Sell
-2,255
Closed -$210K 123
2015
Q1
$210K Sell
2,255
-95
-4% -$8.85K 0.12% 120
2014
Q4
$214K Sell
2,350
-1,300
-36% -$118K 0.12% 119
2014
Q3
$313K Hold
3,650
0.17% 98
2014
Q2
$325K Sell
3,650
-9
-0.2% -$801 0.17% 99
2014
Q1
$318K Hold
3,659
0.18% 94
2013
Q4
$284K Hold
3,659
0.17% 97
2013
Q3
$265K Hold
3,659
0.17% 97
2013
Q2
$267K Buy
+3,659
New +$267K 0.18% 95