Jackson Grant Investment Advisers’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 | $35.4K | Hold |
190
| – | – | 0.01% | 203 |
|
|
2025
Q1 | $33.4K | Hold |
190
| – | – | 0.01% | 198 |
|
|
2024
Q4 | $36.6K | Hold |
190
| – | – | 0.01% | 195 |
|
|
2024
Q3 | $35.1K | Hold |
190
| – | – | 0.01% | 199 |
|
|
2024
Q2 | $29.5K | Hold |
190
| – | – | 0.01% | 209 |
|
|
2024
Q1 | $30.7K | Hold |
190
| – | – | 0.01% | 202 |
|
|
2023
Q4 | $29.4K | Hold |
190
| – | – | 0.01% | 202 |
|
|
2023
Q3 | $23.3K | Hold |
190
| – | – | 0.01% | 217 |
|
|
2023
Q2 | $23.9K | Hold |
190
| – | – | 0.01% | 216 |
|
|
2023
Q1 | $24.1K | Hold |
190
| – | – | 0.01% | 245 |
|
|
2022
Q4 | $30K | Hold |
190
| – | – | 0.01% | 222 |
|
|
2022
Q3 | $28K | Hold |
190
| – | – | 0.01% | 233 |
|
|
2022
Q2 | $30K | Buy |
190
+48
| +34% | +$7.58K | 0.01% | 234 |
|
|
2022
Q1 | $26K | Hold |
142
| – | – | 0.01% | 260 |
|
|
2021
Q4 | $28K | Hold |
142
| – | – | 0.01% | 215 |
|
|
2021
Q3 | $28K | Hold |
142
| – | – | 0.01% | 263 |
|
|
2021
Q2 | $27K | Buy |
142
+15
| +12% | +$2.85K | 0.01% | 268 |
|
|
2021
Q1 | $22K | Buy |
+127
| New | +$22K | 0.01% | 282 |
|
|
2020
Q2 | – | Sell |
-315
| Closed | -$30K | – | 222 |
|
|
2020
Q1 | $30K | Buy |
315
+1
| +0.3% | +$95 | 0.02% | 161 |
|
|
2019
Q4 | $50K | Buy |
314
+2
| +0.6% | +$318 | 0.03% | 148 |
|
|
2019
Q3 | $44K | Buy |
312
+102
| +49% | +$14.4K | 0.03% | 151 |
|
|
2019
Q2 | $29K | Sell |
210
-142
| -40% | -$19.6K | 0.02% | 175 |
|
|
2019
Q1 | $43K | Buy |
352
+3
| +0.9% | +$366 | 0.03% | 149 |
|
|
2018
Q4 | $41K | Buy |
349
+2
| +0.6% | +$235 | 0.03% | 151 |
|
|
2018
Q3 | $47K | Buy |
347
+3
| +0.9% | +$406 | 0.03% | 149 |
|
|
2018
Q2 | $47K | Buy |
344
+1
| +0.3% | +$137 | 0.03% | 153 |
|
|
2018
Q1 | $52K | Buy |
343
+2
| +0.6% | +$303 | 0.04% | 143 |
|
|
2017
Q4 | $49K | Buy |
341
+2
| +0.6% | +$287 | 0.03% | 145 |
|
|
2017
Q3 | $46K | Sell |
339
-63
| -16% | -$8.55K | 0.03% | 146 |
|
|
2017
Q2 | $50K | Buy |
402
+1
| +0.2% | +$124 | 0.04% | 131 |
|
|
2017
Q1 | $48K | Buy |
401
+1
| +0.3% | +$120 | 0.04% | 125 |
|
|
2016
Q4 | $47K | Buy |
+400
| New | +$47K | 0.04% | 125 |
|