Bragg Financial 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 | $271K | Sell |
1,454
-13
| -0.9% | -$2.42K | 0.01% | 312 |
|
|
2025
Q1 | $258K | Buy |
1,467
+10
| +0.7% | +$1.76K | 0.01% | 311 |
|
|
2024
Q4 | $281K | Sell |
1,457
-15
| -1% | -$2.89K | 0.01% | 299 |
|
|
2024
Q3 | $272K | Buy |
1,472
+25
| +2% | +$4.62K | 0.01% | 294 |
|
|
2024
Q2 | $225K | Sell |
1,447
-5
| -0.3% | -$777 | 0.01% | 308 |
|
|
2024
Q1 | $235K | Buy |
1,452
+5
| +0.3% | +$808 | 0.01% | 310 |
|
|
2023
Q4 | $224K | Sell |
1,447
-374
| -21% | -$57.9K | 0.01% | 304 |
|
|
2023
Q3 | $224K | Hold |
1,821
| – | – | 0.01% | 302 |
|
|
2023
Q2 | $229K | Sell |
1,821
-259
| -12% | -$32.6K | 0.01% | 308 |
|
|
2023
Q1 | $264K | Sell |
2,080
-35
| -2% | -$4.45K | 0.02% | 290 |
|
|
2022
Q4 | $334K | Sell |
2,115
-36
| -2% | -$5.69K | 0.02% | 263 |
|
|
2022
Q3 | $321K | Hold |
2,151
| – | – | 0.02% | 253 |
|
|
2022
Q2 | $339K | Sell |
2,151
-72
| -3% | -$11.3K | 0.02% | 262 |
|
|
2022
Q1 | $410K | Sell |
2,223
-22
| -1% | -$4.06K | 0.02% | 258 |
|
|
2021
Q4 | $439K | Hold |
2,245
| – | – | 0.03% | 233 |
|
|
2021
Q3 | $439K | Buy |
2,245
+5
| +0.2% | +$978 | 0.03% | 233 |
|
|
2021
Q2 | $427K | Hold |
2,240
| – | – | 0.03% | 236 |
|
|
2021
Q1 | $393K | Buy |
2,240
+422
| +23% | +$74K | 0.03% | 231 |
|
|
2020
Q4 | $271K | Buy |
+1,818
| New | +$271K | 0.02% | 254 |
|
|
2020
Q1 | – | Sell |
-1,811
| Closed | -$289K | – | 270 |
|
|
2019
Q4 | $289K | Sell |
1,811
-52
| -3% | -$8.3K | 0.03% | 240 |
|
|
2019
Q3 | $261K | Hold |
1,863
| – | – | 0.03% | 249 |
|
|
2019
Q2 | $256K | Buy |
+1,863
| New | +$256K | 0.03% | 254 |
|