Lido 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 | $2.39M | Buy |
12,839
+1,616
| +14% | +$301K | 0.01% | 497 |
|
|
2025
Q1 | $1.97M | Buy |
11,223
+78
| +0.7% | +$13.7K | 0.01% | 511 |
|
|
2024
Q4 | $2.15M | Buy |
11,145
+642
| +6% | +$124K | 0.01% | 467 |
|
|
2024
Q3 | $1.94M | Buy |
10,503
+1,493
| +17% | +$276K | 0.01% | 435 |
|
|
2024
Q2 | $1.4M | Buy |
9,010
+69
| +0.8% | +$10.7K | 0.01% | 503 |
|
|
2024
Q1 | $1.44M | Buy |
8,941
+221
| +3% | +$35.7K | 0.01% | 485 |
|
|
2023
Q4 | $1.35M | Buy |
8,720
+1,634
| +23% | +$253K | 0.01% | 471 |
|
|
2023
Q3 | $870K | Buy |
7,086
+975
| +16% | +$120K | 0.01% | 525 |
|
|
2023
Q2 | $770K | Buy |
6,111
+516
| +9% | +$65K | 0.01% | 548 |
|
|
2023
Q1 | $711K | Buy |
5,595
+412
| +8% | +$52.4K | 0.01% | 512 |
|
|
2022
Q4 | $819K | Buy |
5,183
+12
| +0.2% | +$1.9K | 0.01% | 412 |
|
|
2022
Q3 | $772K | Buy |
5,171
+325
| +7% | +$48.5K | 0.01% | 387 |
|
|
2022
Q2 | $764K | Buy |
4,846
+206
| +4% | +$32.5K | 0.01% | 366 |
|
|
2022
Q1 | $855K | Buy |
4,640
+357
| +8% | +$65.8K | 0.01% | 384 |
|
|
2021
Q4 | $858K | Buy |
4,283
+1,318
| +44% | +$264K | 0.01% | 400 |
|
|
2021
Q3 | $580K | Buy |
2,965
+561
| +23% | +$110K | 0.01% | 468 |
|
|
2021
Q2 | $459K | Buy |
2,404
+162
| +7% | +$30.9K | 0.01% | 489 |
|
|
2021
Q1 | $393K | Buy |
2,242
+669
| +43% | +$117K | 0.01% | 492 |
|
|
2020
Q4 | $234K | Sell |
1,573
-719
| -31% | -$107K | ﹤0.01% | 617 |
|
|
2020
Q3 | $252K | Buy |
2,292
+296
| +15% | +$32.5K | 0.01% | 464 |
|
|
2020
Q2 | $210K | Buy |
+1,996
| New | +$210K | 0.01% | 465 |
|
|
2020
Q1 | – | Sell |
-2,092
| Closed | -$334K | – | 586 |
|
|
2019
Q4 | $334K | Buy |
2,092
+314
| +18% | +$50.1K | 0.01% | 420 |
|
|
2019
Q3 | $249K | Sell |
1,778
-172
| -9% | -$24.1K | 0.01% | 438 |
|
|
2019
Q2 | $267K | Buy |
+1,950
| New | +$267K | 0.02% | 411 |
|
|
2018
Q4 | – | Sell |
-1,801
| Closed | -$245K | – | 447 |
|
|
2018
Q3 | $245K | Buy |
1,801
+87
| +5% | +$11.8K | 0.02% | 359 |
|
|
2018
Q2 | $231K | Buy |
1,714
+24
| +1% | +$3.24K | 0.03% | 345 |
|
|
2018
Q1 | $255K | Buy |
+1,690
| New | +$255K | 0.03% | 293 |
|