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
Q2
$271K Sell
2025
Q1
$256K Buy
2024
Q4
$279K Buy
2024
Q3
$267K Buy
2024
Q2
$225K Buy
2024
Q1
$233K Sell
2023
Q4
$224K Sell
2023
Q3
$276K Sell
2023
Q2
$327K Sell
2023
Q1
$331K Buy
2022
Q4
$351K Sell
2022
Q3
$352K Buy
2022
Q2
$356K Hold
2022
Q1
$375K Sell
2021
Q4
$526K Buy
2021
Q3
$389K Hold
2021
Q2
$380K Buy
2021
Q1
$334K Hold
2020
Q4
$284K Buy