First Foundation 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 | $237K | Sell |
1,274
-287
| -18% | -$53.5K | 0.01% | 305 |
|
|
2025
Q1 | $274K | Sell |
1,561
-260
| -14% | -$45.7K | 0.01% | 283 |
|
|
2024
Q4 | $351K | Sell |
1,821
-98
| -5% | -$18.9K | 0.01% | 266 |
|
|
2024
Q3 | $355K | Buy |
1,919
+189
| +11% | +$34.9K | 0.01% | 264 |
|
|
2024
Q2 | $269K | Sell |
1,730
-1,276
| -42% | -$198K | 0.01% | 291 |
|
|
2024
Q1 | $486K | Buy |
3,006
+83
| +3% | +$13.4K | 0.02% | 227 |
|
|
2023
Q4 | $453K | Sell |
2,923
-1,384
| -32% | -$214K | 0.02% | 241 |
|
|
2023
Q3 | $529K | Sell |
4,307
-1,389
| -24% | -$171K | 0.02% | 247 |
|
|
2023
Q2 | $717K | Buy |
5,696
+334
| +6% | +$42.1K | 0.03% | 204 |
|
|
2023
Q1 | $682K | Buy |
5,362
+294
| +6% | +$37.4K | 0.03% | 205 |
|
|
2022
Q4 | $800K | Sell |
5,068
-2,907
| -36% | -$459K | 0.04% | 199 |
|
|
2022
Q3 | $1.19M | Buy |
7,975
+4,033
| +102% | +$602K | 0.06% | 154 |
|
|
2022
Q2 | $622K | Sell |
3,942
-375
| -9% | -$59.2K | 0.03% | 224 |
|
|
2022
Q1 | $796K | Sell |
4,317
-142
| -3% | -$26.2K | 0.03% | 208 |
|
|
2021
Q4 | $894K | Sell |
4,459
-71
| -2% | -$14.2K | 0.03% | 211 |
|
|
2021
Q3 | $886K | Buy |
4,530
+179
| +4% | +$35K | 0.03% | 211 |
|
|
2021
Q2 | $830K | Sell |
4,351
-1,615
| -27% | -$308K | 0.03% | 227 |
|
|
2021
Q1 | $1.05M | Sell |
5,966
-391
| -6% | -$68.6K | 0.04% | 195 |
|
|
2020
Q4 | $947K | Sell |
6,357
-2,003
| -24% | -$298K | 0.04% | 195 |
|
|
2020
Q3 | $919K | Buy |
8,360
+6,389
| +324% | +$702K | 0.04% | 183 |
|
|
2020
Q2 | $207K | Buy |
+1,971
| New | +$207K | 0.01% | 331 |
|
|
2020
Q1 | – | Sell |
-1,844
| Closed | -$294K | – | 363 |
|
|
2019
Q4 | $294K | Sell |
1,844
-380
| -17% | -$60.6K | 0.01% | 292 |
|
|
2019
Q3 | $312K | Sell |
2,224
-38
| -2% | -$5.33K | 0.02% | 281 |
|
|
2019
Q2 | $311K | Buy |
2,262
+45
| +2% | +$6.19K | 0.02% | 269 |
|
|
2019
Q1 | $272K | Sell |
2,217
-8
| -0.4% | -$982 | 0.02% | 283 |
|
|
2018
Q4 | $260K | Sell |
2,225
-322
| -13% | -$37.6K | 0.02% | 331 |
|
|
2018
Q3 | $347K | Buy |
2,547
+65
| +3% | +$8.86K | 0.02% | 269 |
|
|
2018
Q2 | $335K | Sell |
2,482
-2
| -0.1% | -$270 | 0.02% | 257 |
|
|
2018
Q1 | $376K | Sell |
2,484
-1,663
| -40% | -$252K | 0.02% | 236 |
|
|
2017
Q4 | $598K | Sell |
4,147
-60
| -1% | -$8.65K | 0.03% | 214 |
|
|
2017
Q3 | $567K | Buy |
4,207
+1,960
| +87% | +$264K | 0.03% | 194 |
|
|
2017
Q2 | $281K | Sell |
2,247
-490
| -18% | -$61.3K | 0.02% | 261 |
|
|
2017
Q1 | $329K | Buy |
2,737
+683
| +33% | +$82.1K | 0.02% | 247 |
|
|
2016
Q4 | $240K | Buy |
+2,054
| New | +$240K | 0.02% | 277 |
|