EFS
Essex Financial Services’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
10,232
+1,982
| +24% | +$369K | 0.13% | 161 |
|
|
2025
Q1 | $1.45M | Buy |
8,250
+28
| +0.3% | +$4.92K | 0.1% | 178 |
|
|
2024
Q4 | $1.59M | Buy |
8,222
+14
| +0.2% | +$2.7K | 0.11% | 166 |
|
|
2024
Q3 | $1.53M | Sell |
8,208
-1,513
| -16% | -$282K | 0.11% | 174 |
|
|
2024
Q2 | $1.66M | Buy |
9,721
+458
| +5% | +$78K | 0.12% | 165 |
|
|
2024
Q1 | $1.5M | Sell |
9,263
-70
| -0.8% | -$11.3K | 0.14% | 149 |
|
|
2023
Q4 | $1.45M | Buy |
9,333
+277
| +3% | +$42.9K | 0.15% | 138 |
|
|
2023
Q3 | $1.11M | Sell |
9,056
-559
| -6% | -$68.6K | 0.13% | 164 |
|
|
2023
Q2 | $1.21M | Sell |
9,615
-865
| -8% | -$109K | 0.14% | 152 |
|
|
2023
Q1 | $1.33M | Buy |
10,480
+5
| +0% | +$636 | 0.14% | 151 |
|
|
2022
Q4 | $1.65M | Buy |
10,475
+96
| +0.9% | +$15.2K | 0.18% | 120 |
|
|
2022
Q3 | $1.55M | Sell |
10,379
-163
| -2% | -$24.4K | 0.18% | 116 |
|
|
2022
Q2 | $1.66M | Sell |
10,542
-311
| -3% | -$49.1K | 0.19% | 115 |
|
|
2022
Q1 | $2M | Buy |
10,853
+243
| +2% | +$44.8K | 0.19% | 116 |
|
|
2021
Q4 | $2.13M | Buy |
10,610
+255
| +2% | +$51.1K | 0.21% | 105 |
|
|
2021
Q3 | $2.03M | Buy |
10,355
+3,558
| +52% | +$696K | 0.23% | 100 |
|
|
2021
Q2 | $1.19M | Hold |
6,797
| – | – | 0.17% | 126 |
|
|
2021
Q1 | $1.19M | Buy |
6,797
+722
| +12% | +$127K | 0.21% | 109 |
|
|
2020
Q4 | $905K | Sell |
6,075
-152
| -2% | -$22.6K | 0.18% | 125 |
|
|
2020
Q3 | $684K | Buy |
6,227
+693
| +13% | +$76.1K | 0.17% | 125 |
|
|
2020
Q2 | $582K | Sell |
5,534
-420
| -7% | -$44.2K | 0.18% | 117 |
|
|
2020
Q1 | $570K | Sell |
5,954
-3,582
| -38% | -$343K | 0.2% | 112 |
|
|
2019
Q4 | $1.52M | Buy |
9,536
+156
| +2% | +$24.9K | 0.42% | 66 |
|
|
2019
Q3 | $1.32M | Buy |
9,380
+36
| +0.4% | +$5.05K | 0.42% | 66 |
|
|
2019
Q2 | $1.28M | Sell |
9,344
-11
| -0.1% | -$1.51K | 0.38% | 70 |
|
|
2019
Q1 | $1.15M | Sell |
9,355
-4,476
| -32% | -$549K | 0.35% | 73 |
|
|
2018
Q4 | $1.62M | Sell |
13,831
-63
| -0.5% | -$7.37K | 0.49% | 55 |
|
|
2018
Q3 | $1.89M | Buy |
13,894
+94
| +0.7% | +$12.8K | 0.42% | 70 |
|
|
2018
Q2 | $1.86M | Buy |
13,800
+2,990
| +28% | +$404K | 0.45% | 61 |
|
|
2018
Q1 | $1.64M | Sell |
10,810
-26
| -0.2% | -$3.93K | 0.32% | 94 |
|
|
2017
Q4 | $1.56M | Hold |
10,836
| – | – | 0.37% | 70 |
|
|
2017
Q3 | $1.46M | Buy |
10,836
+146
| +1% | +$19.7K | 0.36% | 71 |
|
|
2017
Q2 | $1.34M | Buy |
10,690
+473
| +5% | +$59.1K | 0.28% | 95 |
|
|
2017
Q1 | $1.23M | Sell |
10,217
-923
| -8% | -$111K | 0.28% | 88 |
|
|
2016
Q4 | $1.3M | Buy |
11,140
+923
| +9% | +$108K | 0.28% | 87 |
|
|
2016
Q3 | $920K | Sell |
10,217
-180
| -2% | -$16.2K | 0.22% | 111 |
|
|
2016
Q2 | $846K | Buy |
10,397
+85
| +0.8% | +$6.92K | 0.2% | 113 |
|
|
2016
Q1 | $872K | Hold |
10,312
| – | – | 0.22% | 110 |
|
|
2015
Q4 | $983K | Buy |
10,312
+200
| +2% | +$19.1K | 0.24% | 106 |
|
|
2015
Q3 | $902K | Buy |
10,112
+125
| +1% | +$11.2K | 0.23% | 104 |
|
|
2015
Q2 | $955K | Hold |
9,987
| – | – | 0.25% | 104 |
|
|
2015
Q1 | $931K | Sell |
9,987
-182
| -2% | -$17K | 0.24% | 107 |
|
|
2014
Q4 | $928K | Sell |
10,169
-2
| -0% | -$183 | 0.24% | 101 |
|
|
2014
Q3 | $870K | Hold |
10,171
| – | – | 0.26% | 95 |
|
|
2014
Q2 | $906K | Buy |
10,171
+500
| +5% | +$44.5K | 0.27% | 89 |
|
|
2014
Q1 | $841K | Hold |
9,671
| – | – | 0.27% | 89 |
|
|
2013
Q4 | $750K | Buy |
9,671
+325
| +3% | +$25.2K | 0.25% | 98 |
|
|
2013
Q3 | $677 | Sell |
9,346
-1,120
| -11% | -$81 | 0.21% | 100 |
|
|
2013
Q2 | $763K | Buy |
+10,466
| New | +$763K | 0.27% | 93 |
|