Legacy Financial 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 | $3.01M | Buy |
16,156
+35
| +0.2% | +$6.53K | 0.47% | 32 |
|
2025
Q1 | $2.83M | Buy |
16,121
+475
| +3% | +$83.5K | 0.47% | 34 |
|
2024
Q4 | $3.02M | Buy |
15,646
+444
| +3% | +$85.6K | 0.5% | 35 |
|
2024
Q3 | $2.81M | Sell |
15,202
-37
| -0.2% | -$6.84K | 0.47% | 40 |
|
2024
Q2 | $2.37M | Buy |
15,239
+27
| +0.2% | +$4.2K | 0.42% | 41 |
|
2024
Q1 | $2.46M | Sell |
15,212
-116
| -0.8% | -$18.7K | 0.44% | 37 |
|
2023
Q4 | $2.37M | Buy |
15,328
+272
| +2% | +$42.1K | 0.46% | 37 |
|
2023
Q3 | $1.85M | Buy |
15,056
+125
| +0.8% | +$15.3K | 0.37% | 39 |
|
2023
Q2 | $1.88M | Buy |
14,931
+281
| +2% | +$35.4K | 0.35% | 35 |
|
2023
Q1 | $1.86M | Sell |
14,650
-137
| -0.9% | -$17.4K | 0.38% | 28 |
|
2022
Q4 | $2.34M | Sell |
14,787
-873
| -6% | -$138K | 0.5% | 21 |
|
2022
Q3 | $2.34M | Buy |
15,660
+19
| +0.1% | +$2.84K | 0.56% | 22 |
|
2022
Q2 | $2.47M | Buy |
15,641
+471
| +3% | +$74.3K | 0.61% | 17 |
|
2022
Q1 | $2.8M | Buy |
15,170
+5
| +0% | +$922 | 0.63% | 17 |
|
2021
Q4 | $3.04M | Buy |
15,165
+115
| +0.8% | +$23.1K | 0.7% | 15 |
|
2021
Q3 | $2.94M | Buy |
15,050
+213
| +1% | +$41.7K | 0.72% | 12 |
|
2021
Q2 | $2.83M | Sell |
14,837
-2,789
| -16% | -$532K | 0.72% | 12 |
|
2021
Q1 | $3.09M | Buy |
17,626
+97
| +0.6% | +$17K | 0.85% | 12 |
|
2020
Q4 | $2.61M | Buy |
17,529
+95
| +0.5% | +$14.1K | 0.74% | 13 |
|
2020
Q3 | $1.92M | Buy |
17,434
+109
| +0.6% | +$12K | 0.58% | 17 |
|
2020
Q2 | $1.82M | Sell |
17,325
-55
| -0.3% | -$5.79K | 0.66% | 18 |
|
2020
Q1 | $1.85M | Sell |
17,380
-87
| -0.5% | -$9.28K | 0.69% | 18 |
|
2019
Q4 | $2.79M | Buy |
17,467
+48
| +0.3% | +$7.66K | 0.88% | 12 |
|
2019
Q3 | $2.44M | Buy |
17,419
+546
| +3% | +$76.5K | 0.81% | 12 |
|
2019
Q2 | $2.32M | Buy |
16,873
+27
| +0.2% | +$3.71K | 0.82% | 13 |
|
2019
Q1 | $2.07M | Buy |
16,846
+172
| +1% | +$21.1K | 0.7% | 15 |
|
2018
Q4 | $1.95M | Buy |
16,674
+239
| +1% | +$27.9K | 0.75% | 13 |
|
2018
Q3 | $2.24M | Sell |
16,435
-89
| -0.5% | -$12.1K | 0.81% | 14 |
|
2018
Q2 | $2.29M | Buy |
16,524
+20
| +0.1% | +$2.77K | 0.87% | 14 |
|
2018
Q1 | $2.5M | Sell |
16,504
-516
| -3% | -$78.2K | 0.99% | 12 |
|
2017
Q4 | $2.46M | Buy |
+17,020
| New | +$2.46M | 1.01% | 13 |
|