Lakeridge Wealth Management’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 | $452K | Buy |
2,425
+10
| +0.4% | +$1.86K | 0.21% | 89 |
|
|
2025
Q1 | $425K | Buy |
2,415
+27
| +1% | +$4.75K | 0.21% | 95 |
|
|
2024
Q4 | $460K | Buy |
2,388
+3
| +0.1% | +$578 | 0.24% | 84 |
|
|
2024
Q3 | $441K | Buy |
2,385
+2
| +0.1% | +$370 | 0.24% | 82 |
|
|
2024
Q2 | $371K | Buy |
2,383
+83
| +4% | +$12.9K | 0.22% | 91 |
|
|
2024
Q1 | $372K | Buy |
2,300
+2
| +0.1% | +$323 | 0.24% | 83 |
|
|
2023
Q4 | $356K | Buy |
+2,298
| New | +$356K | 0.26% | 80 |
|