J.W. Cole 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 | $2.78M | Sell |
14,927
-193
| -1% | -$36K | 0.06% | 313 |
|
|
2025
Q1 | $2.66M | Buy |
15,120
+12,160
| +411% | +$2.14M | 0.08% | 244 |
|
|
2024
Q4 | $571K | Sell |
2,960
-1,910
| -39% | -$368K | 0.02% | 566 |
|
|
2024
Q3 | $900K | Buy |
4,870
+26
| +0.5% | +$4.81K | 0.04% | 420 |
|
|
2024
Q2 | $753K | Sell |
4,844
-68
| -1% | -$10.6K | 0.04% | 415 |
|
|
2024
Q1 | $794K | Buy |
4,912
+102
| +2% | +$16.5K | 0.04% | 396 |
|
|
2023
Q4 | $745K | Buy |
4,810
+2,486
| +107% | +$385K | 0.04% | 367 |
|
|
2023
Q3 | $285K | Sell |
2,324
-137
| -6% | -$16.8K | 0.02% | 576 |
|
|
2023
Q2 | $310K | Sell |
2,461
-440
| -15% | -$55.4K | 0.02% | 563 |
|
|
2023
Q1 | $369K | Buy |
2,901
+31
| +1% | +$3.94K | 0.03% | 532 |
|
|
2022
Q4 | $453K | Buy |
2,870
+123
| +4% | +$19.4K | 0.03% | 446 |
|
|
2022
Q3 | $410K | Buy |
2,747
+438
| +19% | +$65.4K | 0.03% | 450 |
|
|
2022
Q2 | $364K | Buy |
2,309
+535
| +30% | +$84.3K | 0.03% | 493 |
|
|
2022
Q1 | $327K | Buy |
1,774
+182
| +11% | +$33.5K | 0.02% | 590 |
|
|
2021
Q4 | $319K | Sell |
1,592
-99
| -6% | -$19.8K | 0.02% | 625 |
|
|
2021
Q3 | $331K | Sell |
1,691
-124
| -7% | -$24.3K | 0.02% | 336 |
|
|
2021
Q2 | $346K | Buy |
+1,815
| New | +$346K | 0.03% | 539 |
|
|
2020
Q4 | – | Sell |
-15,492
| Closed | -$1.7M | – | 826 |
|
|
2020
Q3 | $1.7M | Buy |
+15,492
| New | +$1.7M | 0.13% | 171 |
|