Creative Planning’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 | $15M | Sell |
80,236
-9,291
| -10% | -$1.73M | 0.01% | 404 |
|
|
2025
Q1 | $15.7M | Buy |
89,527
+5,916
| +7% | +$1.04M | 0.01% | 371 |
|
|
2024
Q4 | $16.1M | Buy |
83,611
+7,684
| +10% | +$1.48M | 0.02% | 336 |
|
|
2024
Q3 | $14M | Buy |
75,927
+6,055
| +9% | +$1.12M | 0.01% | 350 |
|
|
2024
Q2 | $10.9M | Sell |
69,872
-49,511
| -41% | -$7.7M | 0.01% | 392 |
|
|
2024
Q1 | $19.3M | Buy |
119,383
+56,068
| +89% | +$9.06M | 0.02% | 273 |
|
|
2023
Q4 | $9.8M | Buy |
63,315
+4,088
| +7% | +$633K | 0.02% | 382 |
|
|
2023
Q3 | $7.27M | Buy |
59,227
+9,008
| +18% | +$1.11M | 0.01% | 429 |
|
|
2023
Q2 | $6.33M | Buy |
50,219
+14,678
| +41% | +$1.85M | 0.01% | 451 |
|
|
2023
Q1 | $4.52M | Buy |
35,541
+1,555
| +5% | +$198K | 0.01% | 532 |
|
|
2022
Q4 | $5.37M | Buy |
33,986
+1,920
| +6% | +$303K | 0.01% | 471 |
|
|
2022
Q3 | $4.79M | Buy |
32,066
+2,033
| +7% | +$304K | 0.01% | 449 |
|
|
2022
Q2 | $4.74M | Buy |
30,033
+2,369
| +9% | +$374K | 0.01% | 467 |
|
|
2022
Q1 | $5.1M | Buy |
27,664
+2,867
| +12% | +$529K | 0.01% | 449 |
|
|
2021
Q4 | $4.97M | Sell |
24,797
-1,226
| -5% | -$246K | 0.01% | 420 |
|
|
2021
Q3 | $5.09M | Sell |
26,023
-2,481
| -9% | -$485K | 0.01% | 408 |
|
|
2021
Q2 | $5.44M | Buy |
28,504
+3,211
| +13% | +$612K | 0.01% | 390 |
|
|
2021
Q1 | $4.44M | Sell |
25,293
-1,522
| -6% | -$267K | 0.01% | 440 |
|
|
2020
Q4 | $4M | Buy |
26,815
+311
| +1% | +$46.3K | 0.01% | 418 |
|
|
2020
Q3 | $2.91M | Buy |
26,504
+71
| +0.3% | +$7.8K | 0.01% | 438 |
|
|
2020
Q2 | $2.78M | Sell |
26,433
-6,978
| -21% | -$734K | 0.01% | 392 |
|
|
2020
Q1 | $3.2M | Buy |
33,411
+3,549
| +12% | +$340K | 0.01% | 315 |
|
|
2019
Q4 | $4.77M | Sell |
29,862
-393
| -1% | -$62.7K | 0.01% | 302 |
|
|
2019
Q3 | $4.24M | Buy |
30,255
+390
| +1% | +$54.7K | 0.01% | 312 |
|
|
2019
Q2 | $4.1M | Buy |
29,865
+998
| +3% | +$137K | 0.01% | 325 |
|
|
2019
Q1 | $3.54M | Buy |
28,867
+419
| +1% | +$51.4K | 0.01% | 332 |
|
|
2018
Q4 | $3.33M | Sell |
28,448
-216
| -0.8% | -$25.3K | 0.01% | 320 |
|
|
2018
Q3 | $3.9M | Buy |
28,664
+745
| +3% | +$101K | 0.01% | 320 |
|
|
2018
Q2 | $3.77M | Sell |
27,919
-115
| -0.4% | -$15.5K | 0.01% | 321 |
|
|
2018
Q1 | $4.24M | Buy |
28,034
+1,011
| +4% | +$153K | 0.02% | 287 |
|
|
2017
Q4 | $3.9M | Sell |
27,023
-4
| -0% | -$577 | 0.02% | 294 |
|
|
2017
Q3 | $3.64M | Buy |
27,027
+4,412
| +20% | +$595K | 0.02% | 299 |
|
|
2017
Q2 | $2.82M | Buy |
22,615
+180
| +0.8% | +$22.5K | 0.01% | 341 |
|
|
2017
Q1 | $2.7M | Buy |
22,435
+268
| +1% | +$32.2K | 0.01% | 339 |
|
|
2016
Q4 | $2.59M | Buy |
22,167
+2,028
| +10% | +$237K | 0.02% | 328 |
|
|
2016
Q3 | $1.81M | Buy |
20,139
+1,541
| +8% | +$139K | 0.01% | 400 |
|
|
2016
Q2 | $1.51M | Sell |
18,598
-2,155
| -10% | -$175K | 0.01% | 408 |
|
|
2016
Q1 | $1.76M | Buy |
20,753
+1,459
| +8% | +$123K | 0.01% | 341 |
|
|
2015
Q4 | $1.84M | Sell |
19,294
-3,793
| -16% | -$362K | 0.02% | 328 |
|
|
2015
Q3 | $2.06M | Buy |
23,087
+5,972
| +35% | +$533K | 0.02% | 294 |
|
|
2015
Q2 | $1.64M | Buy |
17,115
+4,535
| +36% | +$434K | 0.01% | 339 |
|
|
2015
Q1 | $1.17M | Sell |
12,580
-629
| -5% | -$58.7K | 0.01% | 411 |
|
|
2014
Q4 | $1.21M | Sell |
13,209
-2,423
| -16% | -$221K | 0.01% | 393 |
|
|
2014
Q3 | $1.34M | Buy |
15,632
+345
| +2% | +$29.5K | 0.02% | 324 |
|
|
2014
Q2 | $1.36M | Buy |
15,287
+5,157
| +51% | +$459K | 0.02% | 308 |
|
|
2014
Q1 | $881K | Sell |
10,130
-759
| -7% | -$66K | 0.01% | 410 |
|
|
2013
Q4 | $845K | Buy |
10,889
+1,312
| +14% | +$102K | 0.01% | 355 |
|
|
2013
Q3 | $694K | Buy |
9,577
+2,522
| +36% | +$183K | 0.01% | 352 |
|
|
2013
Q2 | $514K | Buy |
+7,055
| New | +$514K | 0.01% | 397 |
|