Clearstead 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 | $4.99M | Buy |
26,771
+1,679
| +7% | +$313K | 0.07% | 196 |
|
|
2025
Q1 | $4.41M | Buy |
25,092
+1,714
| +7% | +$301K | 0.07% | 193 |
|
|
2024
Q4 | $4.51M | Sell |
23,378
-418
| -2% | -$80.6K | 0.07% | 192 |
|
|
2024
Q3 | $4.4M | Sell |
23,796
-706
| -3% | -$131K | 0.07% | 200 |
|
|
2024
Q2 | $3.81M | Buy |
24,502
+20,902
| +581% | +$3.25M | 0.07% | 204 |
|
|
2024
Q1 | $569K | Buy |
3,600
+42
| +1% | +$6.64K | 0.03% | 297 |
|
|
2023
Q4 | $551K | Sell |
3,558
-3,524
| -50% | -$546K | 0.03% | 299 |
|
|
2023
Q3 | $869K | Buy |
7,082
+3,302
| +87% | +$405K | 0.03% | 321 |
|
|
2023
Q2 | $476K | Buy |
3,780
+126
| +3% | +$15.9K | 0.03% | 297 |
|
|
2023
Q1 | $464K | Buy |
3,654
+42
| +1% | +$5.34K | 0.03% | 276 |
|
|
2022
Q4 | $570K | Buy |
3,612
+17
| +0.5% | +$2.69K | 0.04% | 238 |
|
|
2022
Q3 | $537K | Buy |
3,595
+382
| +12% | +$57.1K | 0.05% | 214 |
|
|
2022
Q2 | $507K | Buy |
3,213
+74
| +2% | +$11.7K | 0.04% | 244 |
|
|
2022
Q1 | $579K | Sell |
3,139
-264
| -8% | -$48.7K | 0.04% | 249 |
|
|
2021
Q4 | $682K | Buy |
3,403
+18
| +0.5% | +$3.61K | 0.05% | 217 |
|
|
2021
Q3 | $662K | Sell |
3,385
-24
| -0.7% | -$4.69K | 0.05% | 212 |
|
|
2021
Q2 | $650K | Sell |
3,409
-297
| -8% | -$56.6K | 0.05% | 199 |
|
|
2021
Q1 | $650K | Sell |
3,706
-451
| -11% | -$79.1K | 0.05% | 196 |
|
|
2020
Q4 | $619K | Buy |
4,157
+102
| +3% | +$15.2K | 0.06% | 190 |
|
|
2020
Q3 | $446K | Sell |
4,055
-31
| -0.8% | -$3.41K | 0.05% | 189 |
|
|
2020
Q2 | $430K | Buy |
4,086
+143
| +4% | +$15K | 0.05% | 191 |
|
|
2020
Q1 | $377K | Sell |
3,943
-380
| -9% | -$36.3K | 0.05% | 178 |
|
|
2019
Q4 | $690K | Buy |
4,323
+215
| +5% | +$34.3K | 0.08% | 148 |
|
|
2019
Q3 | $576K | Sell |
4,108
-315
| -7% | -$44.2K | 0.08% | 156 |
|
|
2019
Q2 | $607K | Sell |
4,423
-219
| -5% | -$30.1K | 0.08% | 153 |
|
|
2019
Q1 | $569K | Sell |
4,642
-220
| -5% | -$27K | 0.08% | 154 |
|
|
2018
Q4 | $568K | Buy |
4,862
+1,899
| +64% | +$222K | 0.09% | 150 |
|
|
2018
Q3 | $404K | Buy |
2,963
+48
| +2% | +$6.55K | 0.06% | 172 |
|
|
2018
Q2 | $394K | Buy |
2,915
+51
| +2% | +$6.89K | 0.06% | 164 |
|
|
2018
Q1 | $433K | Hold |
2,864
| – | – | 0.06% | 150 |
|
|
2017
Q4 | $413K | Buy |
2,864
+175
| +7% | +$25.2K | 0.06% | 155 |
|
|
2017
Q3 | $362K | Sell |
2,689
-42
| -2% | -$5.65K | 0.05% | 178 |
|
|
2017
Q2 | $341K | Buy |
2,731
+42
| +2% | +$5.24K | 0.05% | 172 |
|
|
2017
Q1 | $323K | Sell |
2,689
-460
| -15% | -$55.3K | 0.05% | 170 |
|
|
2016
Q4 | $368K | Buy |
+3,149
| New | +$368K | 0.06% | 152 |
|