B. Riley Wealth Advisors’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 | $963K | Buy |
+5,165
| New | +$963K | 0.05% | 355 |
|
|
2024
Q4 | $1.85M | Sell |
9,571
-813
| -8% | -$157K | 0.06% | 294 |
|
|
2024
Q3 | $1.9M | Sell |
10,384
-1,026
| -9% | -$188K | 0.05% | 326 |
|
|
2024
Q2 | $1.77M | Sell |
11,410
-2,345
| -17% | -$365K | 0.05% | 373 |
|
|
2024
Q1 | $1.69M | Buy |
13,755
+1,596
| +13% | +$196K | 0.05% | 398 |
|
|
2023
Q4 | $1.88M | Sell |
12,159
-1,596
| -12% | -$247K | 0.05% | 377 |
|
|
2023
Q3 | $1.69M | Buy |
13,755
+969
| +8% | +$119K | 0.05% | 398 |
|
|
2023
Q2 | $1.61M | Sell |
12,786
-649
| -5% | -$81.7K | 0.04% | 430 |
|
|
2023
Q1 | $1.71M | Sell |
13,435
-341
| -2% | -$43.3K | 0.05% | 388 |
|
|
2022
Q4 | $2.18M | Buy |
13,776
+131
| +1% | +$20.7K | 0.06% | 313 |
|
|
2022
Q3 | $2.04M | Sell |
13,645
-88
| -0.6% | -$13.2K | 0.06% | 308 |
|
|
2022
Q2 | $2.17M | Sell |
13,733
-806
| -6% | -$127K | 0.09% | 226 |
|
|
2022
Q1 | $2.68M | Sell |
14,539
-2,272
| -14% | -$419K | 0.09% | 240 |
|
|
2021
Q4 | $3.37M | Buy |
16,811
+738
| +5% | +$148K | 0.1% | 226 |
|
|
2021
Q3 | $3.13M | Buy |
16,073
+234
| +1% | +$45.6K | 0.1% | 232 |
|
|
2021
Q2 | $2.99M | Sell |
15,839
-1,127
| -7% | -$213K | 0.1% | 247 |
|
|
2021
Q1 | $2.94M | Buy |
16,966
+5,753
| +51% | +$998K | 0.1% | 217 |
|
|
2020
Q4 | $1.67M | Sell |
11,213
-2,526
| -18% | -$377K | 0.09% | 229 |
|
|
2020
Q3 | $1.5M | Buy |
13,739
+1,352
| +11% | +$148K | 0.08% | 248 |
|
|
2020
Q2 | $1.31M | Sell |
12,387
-775
| -6% | -$81.6K | 0.09% | 230 |
|
|
2020
Q1 | $1.26M | Buy |
13,162
+5,179
| +65% | +$497K | 0.11% | 196 |
|
|
2019
Q4 | $1.28M | Buy |
7,983
+3,816
| +92% | +$609K | 0.11% | 204 |
|
|
2019
Q3 | $585K | Buy |
4,167
+292
| +8% | +$41K | 0.06% | 351 |
|
|
2019
Q2 | $533K | Buy |
3,875
+454
| +13% | +$62.4K | 0.06% | 352 |
|
|
2019
Q1 | $421K | Buy |
3,421
+125
| +4% | +$15.4K | 0.05% | 384 |
|
|
2018
Q4 | $387K | Sell |
3,296
-242
| -7% | -$28.4K | 0.06% | 367 |
|
|
2018
Q3 | $484K | Sell |
3,538
-2
| -0.1% | -$274 | 0.06% | 359 |
|
|
2018
Q2 | $481K | Buy |
3,540
+259
| +8% | +$35.2K | 0.06% | 336 |
|
|
2018
Q1 | $498K | Sell |
3,281
-530
| -14% | -$80.4K | 0.07% | 314 |
|
|
2017
Q4 | $553K | Sell |
3,811
-185
| -5% | -$26.8K | 0.07% | 292 |
|
|
2017
Q3 | $541K | Sell |
3,996
-144
| -3% | -$19.5K | 0.09% | 246 |
|
|
2017
Q2 | $519K | Buy |
4,140
+409
| +11% | +$51.3K | 0.09% | 244 |
|
|
2017
Q1 | $451K | Sell |
3,731
-436
| -10% | -$52.7K | 0.09% | 253 |
|
|
2016
Q4 | $489K | Sell |
4,167
-611
| -13% | -$71.7K | 0.1% | 233 |
|
|
2016
Q3 | $433K | Buy |
4,778
+54
| +1% | +$4.89K | 0.08% | 299 |
|
|
2016
Q2 | $386K | Buy |
4,724
+41
| +0.9% | +$3.35K | 0.08% | 322 |
|
|
2016
Q1 | $396K | Sell |
4,683
-439
| -9% | -$37.1K | 0.09% | 276 |
|
|
2015
Q4 | $489K | Buy |
5,122
+170
| +3% | +$16.2K | 0.1% | 254 |
|
|
2015
Q3 | $443K | Buy |
4,952
+156
| +3% | +$14K | 0.11% | 254 |
|
|
2015
Q2 | $460K | Buy |
+4,796
| New | +$460K | 0.11% | 226 |
|
|
2015
Q1 | – | Sell |
-6,757
| Closed | -$3.47K | – | 1604 |
|
|
2014
Q4 | $3.47K | Buy |
6,757
+2,974
| +79% | +$1.53K | 0.07% | 330 |
|
|
2014
Q3 | $324K | Sell |
3,783
-665
| -15% | -$57K | 0.08% | 334 |
|
|
2014
Q2 | $396K | Buy |
+4,448
| New | +$396K | 0.09% | 237 |
|