Clifford Swan Investment Counsel’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 | $222K | Buy |
1,191
+1
| +0.1% | +$186 | 0.01% | 300 |
|
|
2025
Q1 | $209K | Buy |
1,190
+9
| +0.8% | +$1.58K | 0.01% | 301 |
|
|
2024
Q4 | $228K | Sell |
1,181
-18
| -2% | -$3.47K | 0.01% | 291 |
|
|
2024
Q3 | $222K | Buy |
+1,199
| New | +$222K | 0.01% | 302 |
|
|
2023
Q1 | – | Sell |
-1,323
| Closed | -$209K | – | 304 |
|
|
2022
Q4 | $209K | Sell |
1,323
-32
| -2% | -$5.05K | 0.01% | 293 |
|
|
2022
Q3 | $202K | Sell |
1,355
-89
| -6% | -$13.3K | 0.01% | 304 |
|
|
2022
Q2 | $228K | Buy |
1,444
+81
| +6% | +$12.8K | 0.01% | 304 |
|
|
2022
Q1 | $251K | Sell |
1,363
-36
| -3% | -$6.63K | 0.01% | 301 |
|
|
2021
Q4 | $281K | Sell |
1,399
-43
| -3% | -$8.64K | 0.01% | 294 |
|
|
2021
Q3 | $304K | Hold |
1,442
| – | – | 0.01% | 279 |
|
|
2021
Q2 | $267K | Hold |
1,442
| – | – | 0.01% | 290 |
|
|
2021
Q1 | $253K | Hold |
1,442
| – | – | 0.01% | 295 |
|
|
2020
Q4 | $215K | Buy |
+1,442
| New | +$215K | 0.01% | 306 |
|
|
2020
Q1 | – | Sell |
-1,401
| Closed | -$224K | – | 316 |
|
|
2019
Q4 | $224K | Buy |
+1,401
| New | +$224K | 0.01% | 298 |
|
|
2018
Q2 | – | Sell |
-1,329
| Closed | -$201K | – | 318 |
|
|
2018
Q1 | $201K | Buy |
+1,329
| New | +$201K | 0.01% | 299 |
|