IFP 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 | $1.01M | Buy |
5,328
+416
| +8% | +$79.2K | 0.03% | 573 |
|
2025
Q1 | $864K | Buy |
4,912
+248
| +5% | +$43.6K | 0.03% | 596 |
|
2024
Q4 | $900K | Buy |
4,664
+597
| +15% | +$115K | 0.03% | 550 |
|
2024
Q3 | $752K | Buy |
4,067
+281
| +7% | +$51.9K | 0.03% | 555 |
|
2024
Q2 | $589K | Sell |
3,786
-477
| -11% | -$74.2K | 0.02% | 603 |
|
2024
Q1 | $689K | Sell |
4,263
-98
| -2% | -$15.8K | 0.03% | 515 |
|
2023
Q4 | $675K | Buy |
4,361
+619
| +17% | +$95.9K | 0.03% | 485 |
|
2023
Q3 | $459K | Buy |
3,742
+987
| +36% | +$121K | 0.02% | 621 |
|
2023
Q2 | $347K | Sell |
2,755
-1,863
| -40% | -$235K | 0.01% | 788 |
|
2023
Q1 | $429K | Sell |
4,618
-12,609
| -73% | -$1.17M | 0.02% | 647 |
|
2022
Q4 | $1.67M | Sell |
17,227
-974
| -5% | -$94.4K | 0.04% | 425 |
|
2022
Q3 | $1.76M | Buy |
18,201
+1,359
| +8% | +$132K | 0.05% | 442 |
|
2022
Q2 | $1.64M | Hold |
16,842
| – | – | 0.05% | 411 |
|
2022
Q1 | $1.64M | Buy |
16,842
+15,399
| +1,067% | +$1.49M | 0.05% | 411 |
|
2021
Q4 | $288K | Sell |
1,443
-43
| -3% | -$8.58K | 0.01% | 787 |
|
2021
Q3 | $292K | Sell |
1,486
-457
| -24% | -$89.8K | 0.01% | 756 |
|
2021
Q2 | $371K | Buy |
1,943
+377
| +24% | +$72K | 0.01% | 646 |
|
2021
Q1 | $274K | Sell |
1,566
-74
| -5% | -$12.9K | 0.01% | 709 |
|
2020
Q4 | $247K | Sell |
1,640
-102
| -6% | -$15.4K | 0.01% | 723 |
|
2020
Q3 | $193K | Sell |
1,742
-140
| -7% | -$15.5K | 0.01% | 718 |
|
2020
Q2 | $196K | Sell |
1,882
-528
| -22% | -$55K | 0.02% | 673 |
|
2020
Q1 | $253K | Sell |
2,410
-555
| -19% | -$58.3K | 0.03% | 505 |
|
2019
Q4 | $476K | Sell |
2,965
-3,138
| -51% | -$504K | 0.04% | 435 |
|
2019
Q3 | $858K | Buy |
+6,103
| New | +$858K | 0.06% | 341 |
|
2019
Q1 | $1.04M | Sell |
8,495
-3,617
| -30% | -$443K | 0.14% | 154 |
|
2018
Q4 | $1.4M | Buy |
12,112
+727
| +6% | +$83.9K | 0.09% | 261 |
|
2018
Q3 | $1.55M | Sell |
11,385
-1,744
| -13% | -$238K | 0.06% | 315 |
|
2018
Q2 | $1.77M | Buy |
13,129
+1,110
| +9% | +$150K | 0.07% | 274 |
|
2018
Q1 | $1.73M | Hold |
12,019
| – | – | 0.08% | 260 |
|
2017
Q4 | $1.73M | Sell |
12,019
-8,547
| -42% | -$1.23M | 0.08% | 259 |
|
2017
Q3 | $2.77M | Buy |
20,566
+344
| +2% | +$46.4K | 0.11% | 201 |
|
2017
Q2 | $2.53M | Sell |
20,222
-2,655
| -12% | -$332K | 0.11% | 215 |
|
2017
Q1 | $2.75M | Buy |
22,877
+913
| +4% | +$110K | 0.12% | 188 |
|
2016
Q4 | $2.57M | Buy |
21,964
+1,611
| +8% | +$188K | 0.12% | 182 |
|
2016
Q3 | $1.83M | Sell |
20,353
-800
| -4% | -$72.1K | 0.1% | 239 |
|
2016
Q2 | $1.72M | Buy |
21,153
+12,658
| +149% | +$1.03M | 0.1% | 244 |
|
2016
Q1 | $1.04M | Sell |
8,495
-7,071
| -45% | -$866K | 0.14% | 154 |
|
2015
Q4 | $1.48M | Buy |
+15,566
| New | +$1.48M | 0.1% | 222 |
|