LIA
LBMC Investment Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Hold |
3,302
| – | – | 0.04% | 111 |
|
|
2025
Q1 | $580K | Hold |
3,302
| – | – | 0.05% | 111 |
|
|
2024
Q4 | $637K | Hold |
3,302
| – | – | 0.05% | 102 |
|
|
2024
Q3 | $610K | Hold |
3,302
| – | – | 0.05% | 103 |
|
|
2024
Q2 | $513K | Hold |
3,302
| – | – | 0.04% | 104 |
|
|
2024
Q1 | $534K | Buy |
3,302
+1,500
| +83% | +$242K | 0.05% | 100 |
|
|
2023
Q4 | $279K | Hold |
1,802
| – | – | 0.03% | 129 |
|
|
2023
Q3 | $216K | Hold |
1,802
| – | – | 0.02% | 145 |
|
|
2023
Q2 | $227K | Hold |
1,802
| – | – | 0.02% | 151 |
|
|
2023
Q1 | $229K | Hold |
1,802
| – | – | 0.02% | 149 |
|
|
2022
Q4 | $285K | Hold |
1,802
| – | – | 0.03% | 126 |
|
|
2022
Q3 | $269K | Sell |
1,802
-2
| -0.1% | -$299 | 0.03% | 119 |
|
|
2022
Q2 | $285K | Sell |
1,804
-61
| -3% | -$9.64K | 0.03% | 114 |
|
|
2022
Q1 | $344K | Hold |
1,865
| – | – | 0.03% | 110 |
|
|
2021
Q4 | $374K | Sell |
1,865
-884
| -32% | -$177K | 0.03% | 115 |
|
|
2021
Q3 | $365 | Buy |
2,749
+880
| +47% | +$117 | 0.03% | 110 |
|
|
2021
Q2 | $357K | Buy |
+1,869
| New | +$357K | 0.03% | 108 |
|