Lokken Investment Group’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 | $271K | Sell |
1,453
-5
| -0.3% | -$932 | 0.1% | 111 |
|
|
2025
Q1 | $256K | Buy |
1,458
+10
| +0.7% | +$1.76K | 0.11% | 111 |
|
|
2024
Q4 | $279K | Buy |
1,448
+1
| +0.1% | +$193 | 0.12% | 105 |
|
|
2024
Q3 | $267K | Buy |
1,447
+1
| +0.1% | +$185 | 0.11% | 120 |
|
|
2024
Q2 | $225K | Buy |
1,446
+1
| +0.1% | +$155 | 0.11% | 128 |
|
|
2024
Q1 | $233K | Sell |
1,445
-4
| -0.3% | -$646 | 0.12% | 124 |
|
|
2023
Q4 | $224K | Sell |
1,449
-802
| -36% | -$124K | 0.13% | 121 |
|
|
2023
Q3 | $276K | Sell |
2,251
-345
| -13% | -$42.3K | 0.18% | 105 |
|
|
2023
Q2 | $327K | Sell |
2,596
-10
| -0.4% | -$1.26K | 0.21% | 98 |
|
|
2023
Q1 | $331K | Buy |
2,606
+384
| +17% | +$48.8K | 0.25% | 90 |
|
|
2022
Q4 | $351K | Sell |
2,222
-136
| -6% | -$21.5K | 0.28% | 81 |
|
|
2022
Q3 | $352K | Buy |
2,358
+101
| +4% | +$15.1K | 0.3% | 71 |
|
|
2022
Q2 | $356K | Hold |
2,257
| – | – | 0.29% | 75 |
|
|
2022
Q1 | $375K | Sell |
2,257
-367
| -14% | -$61K | 0.3% | 80 |
|
|
2021
Q4 | $526K | Buy |
2,624
+634
| +32% | +$127K | 0.38% | 55 |
|
|
2021
Q3 | $389K | Hold |
1,990
| – | – | 0.31% | 73 |
|
|
2021
Q2 | $380K | Buy |
1,990
+84
| +4% | +$16K | 0.31% | 82 |
|
|
2021
Q1 | $334K | Hold |
1,906
| – | – | 0.29% | 78 |
|
|
2020
Q4 | $284K | Buy |
+1,906
| New | +$284K | 0.26% | 72 |
|