Lokken Investment Group’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
2025 Q3	$292K	Hold	1,453	–	–	0.1%	120
2025 Q2	$271K	Sell	1,453 -5	-0.3%	-$846	0.1%	111
2025 Q1	$256K	Buy	1,458 +10	+0.7%	+$1.89K	0.11%	111
2024 Q4	$279K	Buy	1,448 +1	+0.1%	+$197	0.12%	105
2024 Q3	$267K	Buy	1,447 +1	+0.1%	+$175	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%	-$603	0.12%	124
2023 Q4	$224K	Sell	1,449 -802	-36%	-$104K	0.13%	121
2023 Q3	$276K	Sell	2,251 -345	-13%	-$43.4K	0.18%	105
2023 Q2	$327K	Sell	2,596 -10	-0.4%	-$1.22K	0.21%	98
2023 Q1	$331K	Buy	2,606 +384	+17%	+$57.9K	0.25%	90
2022 Q4	$351K	Sell	2,222 -136	-6%	-$21.4K	0.28%	81
2022 Q3	$352K	Buy	2,358 +101	+4%	+$16.4K	0.3%	71
2022 Q2	$356K	Hold	2,257	–	–	0.29%	75
2022 Q1	$375K	Sell	2,257 -367	-14%	-$74.2K	0.3%	80
2021 Q4	$526K	Buy	2,624 +634	+32%	+$129K	0.38%	55
2021 Q3	$389K	Hold	1,990	–	–	0.31%	73
2021 Q2	$380K	Buy	1,990 +84	+4%	+$15.8K	0.31%	82
2021 Q1	$334K	Hold	1,906	–	–	0.29%	78
2020 Q4	$284K	Buy	+1,906	New	+$243K	0.26%	72