Avantax Advisory Services’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 | $10.8M | Buy |
57,949
+1,681
| +3% | +$313K | 0.06% | 258 |
|
|
2025
Q1 | $9.89M | Buy |
56,268
+1,793
| +3% | +$315K | 0.06% | 250 |
|
|
2024
Q4 | $10.5M | Buy |
54,475
+1,328
| +2% | +$256K | 0.07% | 214 |
|
|
2024
Q3 | $9.82M | Buy |
53,147
+2,008
| +4% | +$371K | 0.06% | 220 |
|
|
2024
Q2 | $7.95M | Buy |
51,139
+15,560
| +44% | +$2.42M | 0.06% | 253 |
|
|
2024
Q1 | $5.75M | Sell |
35,579
-1,426
| -4% | -$230K | 0.05% | 281 |
|
|
2023
Q4 | $5.73M | Sell |
37,005
-439
| -1% | -$68K | 0.06% | 252 |
|
|
2023
Q3 | $4.6M | Buy |
37,444
+1,712
| +5% | +$210K | 0.05% | 273 |
|
|
2023
Q2 | $4.5M | Buy |
35,732
+983
| +3% | +$124K | 0.05% | 278 |
|
|
2023
Q1 | $4.42M | Buy |
34,749
+2,567
| +8% | +$326K | 0.05% | 269 |
|
|
2022
Q4 | $5.08M | Buy |
32,182
+4,557
| +16% | +$720K | 0.07% | 223 |
|
|
2022
Q3 | $4.13M | Buy |
27,625
+2,940
| +12% | +$439K | 0.06% | 233 |
|
|
2022
Q2 | $3.9M | Sell |
24,685
-3,323
| -12% | -$524K | 0.06% | 244 |
|
|
2022
Q1 | $5.17M | Buy |
28,008
+13,642
| +95% | +$2.52M | 0.07% | 204 |
|
|
2021
Q4 | $2.88M | Sell |
14,366
-36
| -0.2% | -$7.22K | 0.04% | 297 |
|
|
2021
Q3 | $2.81M | Buy |
14,402
+2,461
| +21% | +$480K | 0.05% | 277 |
|
|
2021
Q2 | $2.28M | Buy |
11,941
+1,225
| +11% | +$234K | 0.04% | 306 |
|
|
2021
Q1 | $1.88M | Buy |
10,716
+6,168
| +136% | +$1.08M | 0.04% | 301 |
|
|
2020
Q4 | $676K | Sell |
4,548
-4,936
| -52% | -$734K | 0.02% | 465 |
|
|
2020
Q3 | $1.04M | Buy |
9,484
+6,175
| +187% | +$680K | 0.02% | 528 |
|
|
2020
Q2 | $349K | Sell |
3,309
-62
| -2% | -$6.54K | 0.01% | 589 |
|
|
2020
Q1 | $322K | Buy |
3,371
+33
| +1% | +$3.15K | 0.01% | 553 |
|
|
2019
Q4 | $533K | Buy |
3,338
+688
| +26% | +$110K | 0.01% | 455 |
|
|
2019
Q3 | $372K | Sell |
2,650
-33
| -1% | -$4.63K | 0.02% | 380 |
|
|
2019
Q2 | $368K | Buy |
2,683
+16
| +0.6% | +$2.2K | 0.02% | 354 |
|
|
2019
Q1 | $327K | Buy |
2,667
+330
| +14% | +$40.5K | 0.02% | 341 |
|
|
2018
Q4 | $274K | Buy |
+2,337
| New | +$274K | 0.05% | 313 |
|