Legacy Advisors’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.9M | Sell |
9,108
-23
| -0.3% | -$5.01K | 0.22% | 58 |
|
|
2025
Q4 | $1.91M | Buy |
9,131
+223
| +3% | +$43K | 0.2% | 61 |
|
|
2025
Q3 | $1.79M | Buy |
+8,908
| New | +$1.76M | 0.22% | 62 |
|
|
2025
Q2 | – | Sell |
-9,996
| Closed | -$1.76M | – | 308 |
|
|
2025
Q1 | $1.76M | Buy |
9,996
+36
| +0.4% | +$6.8K | 0.18% | 97 |
|
|
2024
Q4 | $1.92M | Sell |
9,960
-309
| -3% | -$60.7K | 0.19% | 89 |
|
|
2024
Q3 | $1.9M | Buy |
10,269
+620
| +6% | +$109K | 0.21% | 86 |
|
|
2024
Q2 | $1.5M | Buy |
9,649
+129
| +1% | +$20K | 0.18% | 92 |
|
|
2024
Q1 | $1.54M | Buy |
9,520
+250
| +3% | +$37.7K | 0.19% | 95 |
|
|
2023
Q4 | $1.44M | Sell |
9,270
-1,632
| -15% | -$211K | 0.19% | 100 |
|
|
2023
Q3 | $1.34M | Buy |
10,902
+84
| +0.8% | +$10.6K | 0.22% | 96 |
|
|
2023
Q2 | $1.36M | Buy |
10,818
+6,754
| +166% | +$825K | 0.2% | 92 |
|
|
2023
Q1 | $517K | Sell |
4,064
-335
| -8% | -$50.5K | 0.1% | 149 |
|
|
2022
Q4 | $695K | Buy |
4,399
+19
| +0.4% | +$2.99K | 0.13% | 116 |
|
|
2022
Q3 | $654K | Buy |
4,380
+126
| +3% | +$20.4K | 0.14% | 97 |
|
|
2022
Q2 | $671K | Buy |
4,254
+71
| +2% | +$11.9K | 0.14% | 96 |
|
|
2022
Q1 | $772K | Buy |
4,183
+473
| +13% | +$95.6K | 0.15% | 91 |
|
|
2021
Q4 | $744K | Hold |
3,710
| – | – | 0.27% | 51 |
|
|
2021
Q3 | $726K | Buy |
3,710
+2
| +0.1% | +$378 | 0.29% | 51 |
|
|
2021
Q2 | $707K | Hold |
3,708
| – | – | 0.29% | 55 |
|
|
2021
Q1 | $650K | Buy |
+3,708
| New | +$612K | 0.29% | 53 |
|
|
2020
Q4 | – | Sell |
-2,212
| Closed | -$243K | – | 114 |
|
|
2020
Q3 | $243K | Buy |
2,212
+150
| +7% | +$16.1K | 0.16% | 91 |
|
|
2020
Q2 | $217K | Sell |
2,062
-1,110
| -35% | -$117K | 0.17% | 92 |
|
|
2020
Q1 | $304K | Buy |
3,172
+860
| +37% | +$116K | 0.3% | 69 |
|
|
2019
Q4 | $369K | Hold |
2,312
| – | – | 0.23% | 88 |
|
|
2019
Q3 | $324K | Sell |
2,312
-575
| -20% | -$78K | 0.24% | 81 |
|
|
2019
Q2 | $396K | Buy |
2,887
+1,698
| +143% | +$224K | 0.27% | 67 |
|
|
2019
Q1 | $146K | Buy |
+1,189
| New | +$147K | 0.05% | 129 |
|
|
2018
Q4 | – | Sell |
-1,172
| Closed | -$160K | – | 326 |
|
|
2018
Q3 | $160K | Hold |
1,172
| – | – | 0.08% | 148 |
|
|
2018
Q2 | $158K | Hold |
1,172
| – | – | 0.12% | 105 |
|
|
2018
Q1 | $170K | Buy |
1,172
+175
| +18% | +$27.2K | 0.13% | 86 |
|
|
2017
Q4 | $143K | Hold |
997
| – | – | 0.14% | 69 |
|
|
2017
Q3 | $134K | Sell |
997
-100
| -9% | -$12.8K | 0.15% | 65 |
|
|
2017
Q2 | $136K | Buy |
1,097
+200
| +22% | +$24.1K | 0.17% | 60 |
|
|
2017
Q1 | $107K | Hold |
897
| – | – | 0.14% | 66 |
|
|
2016
Q4 | $104K | Buy |
+897
| New | +$93.3K | 0.14% | 67 |
|
Other funds holding PNC
VCM
VPM
