Legend 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 | $130K | Buy |
+695
| New | +$130K | 0.09% | 41 |
|
|
2025
Q1 | – | Sell |
-744
| Closed | -$143K | – | 191 |
|
|
2024
Q4 | $143K | Buy |
744
+149
| +25% | +$28.7K | 0.1% | 37 |
|
|
2024
Q3 | $110K | Sell |
595
-149
| -20% | -$27.5K | 0.08% | 41 |
|
|
2024
Q2 | $116K | Buy |
744
+149
| +25% | +$23.2K | 0.08% | 48 |
|
|
2024
Q1 | $96.2K | Sell |
595
-325
| -35% | -$52.5K | 0.07% | 47 |
|
|
2023
Q4 | $142K | Sell |
920
-500
| -35% | -$77.4K | 0.11% | 39 |
|
|
2023
Q3 | $174K | Hold |
1,420
| – | – | 0.15% | 40 |
|
|
2023
Q2 | $179K | Buy |
1,420
+270
| +23% | +$34K | 0.15% | 36 |
|
|
2023
Q1 | $146K | Sell |
1,150
-150
| -12% | -$19.1K | 0.12% | 40 |
|
|
2022
Q4 | $205K | Hold |
1,300
| – | – | 0.18% | 38 |
|
|
2022
Q3 | $194K | Hold |
1,300
| – | – | 0.18% | 34 |
|
|
2022
Q2 | $205K | Hold |
1,300
| – | – | 0.21% | 31 |
|
|
2022
Q1 | $254K | Hold |
1,300
| – | – | 0.16% | 35 |
|
|
2021
Q4 | $261K | Hold |
1,300
| – | – | 0.18% | 35 |
|
|
2021
Q3 | $254K | Hold |
1,300
| – | – | 0.16% | 35 |
|
|
2021
Q2 | $248K | Buy |
+1,300
| New | +$248K | 0.16% | 35 |
|
|
2020
Q2 | – | Sell |
-3,408
| Closed | -$326K | – | 36 |
|
|
2020
Q1 | $326K | Hold |
3,408
| – | – | 0.29% | 22 |
|
|
2019
Q4 | $544K | Sell |
3,408
-31
| -0.9% | -$4.95K | 0.46% | 22 |
|
|
2019
Q3 | $482K | Hold |
3,439
| – | – | 0.41% | 24 |
|
|
2019
Q2 | $472K | Buy |
3,439
+25
| +0.7% | +$3.43K | 0.42% | 25 |
|
|
2019
Q1 | $419K | Buy |
3,414
+110
| +3% | +$13.5K | 0.46% | 24 |
|
|
2018
Q4 | $386K | Buy |
+3,304
| New | +$386K | 0.57% | 21 |
|