Gladstone Institutional Advisory’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 | $1.2M | Buy |
6,426
+11
| +0.2% | +$2.05K | 0.05% | 317 |
|
2025
Q1 | $1.13M | Sell |
6,415
-2,479
| -28% | -$436K | 0.05% | 314 |
|
2024
Q4 | $1.72M | Buy |
8,894
+1,550
| +21% | +$299K | 0.08% | 252 |
|
2024
Q3 | $1.36M | Sell |
7,344
-435
| -6% | -$80.4K | 0.07% | 281 |
|
2024
Q2 | $1.21M | Buy |
7,779
+34
| +0.4% | +$5.29K | 0.06% | 283 |
|
2024
Q1 | $1.25M | Sell |
7,745
-1,130
| -13% | -$183K | 0.07% | 273 |
|
2023
Q4 | $1.37M | Sell |
8,875
-229
| -3% | -$35.5K | 0.08% | 248 |
|
2023
Q3 | $1.12M | Buy |
9,104
+1,129
| +14% | +$139K | 0.07% | 248 |
|
2023
Q2 | $1M | Buy |
7,975
+144
| +2% | +$18.1K | 0.06% | 277 |
|
2023
Q1 | $995K | Sell |
7,831
-737
| -9% | -$93.7K | 0.06% | 288 |
|
2022
Q4 | $1.35M | Sell |
8,568
-633
| -7% | -$100K | 0.1% | 238 |
|
2022
Q3 | $1.38M | Buy |
9,201
+1,019
| +12% | +$152K | 0.11% | 223 |
|
2022
Q2 | $1.29M | Buy |
8,182
+231
| +3% | +$36.4K | 0.1% | 229 |
|
2022
Q1 | $1.47M | Buy |
7,951
+148
| +2% | +$27.3K | 0.1% | 229 |
|
2021
Q4 | $1.57M | Buy |
7,803
+4,238
| +119% | +$850K | 0.12% | 217 |
|
2021
Q3 | $697K | Sell |
3,565
-3,248
| -48% | -$635K | 0.07% | 269 |
|
2021
Q2 | $1.3M | Buy |
+6,813
| New | +$1.3M | 0.15% | 154 |
|
2020
Q1 | – | Sell |
-1,388
| Closed | -$221K | – | 308 |
|
2019
Q4 | $221K | Buy |
+1,388
| New | +$221K | 0.05% | 245 |
|