OneDigital Investment 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 | $1.34M | Sell |
7,172
-1,068
| -13% | -$199K | 0.01% | 550 |
|
|
2025
Q1 | $1.45M | Buy |
8,240
+1,616
| +24% | +$284K | 0.02% | 491 |
|
|
2024
Q4 | $1.28M | Sell |
6,624
-232
| -3% | -$44.7K | 0.01% | 555 |
|
|
2024
Q3 | $1.27M | Sell |
6,856
-2,043
| -23% | -$378K | 0.01% | 577 |
|
|
2024
Q2 | $1.38M | Buy |
8,899
+3,161
| +55% | +$491K | 0.02% | 520 |
|
|
2024
Q1 | $927K | Sell |
5,738
-641
| -10% | -$104K | 0.01% | 532 |
|
|
2023
Q4 | $988K | Buy |
6,379
+2,520
| +65% | +$390K | 0.02% | 484 |
|
|
2023
Q3 | $474K | Buy |
3,859
+51
| +1% | +$6.26K | 0.01% | 665 |
|
|
2023
Q2 | $480K | Buy |
3,808
+20
| +0.5% | +$2.52K | 0.01% | 660 |
|
|
2023
Q1 | $481K | Buy |
3,788
+771
| +26% | +$98K | 0.01% | 637 |
|
|
2022
Q4 | $477K | Sell |
3,017
-136
| -4% | -$21.5K | 0.01% | 534 |
|
|
2022
Q3 | $471K | Buy |
3,153
+71
| +2% | +$10.6K | 0.02% | 477 |
|
|
2022
Q2 | $486K | Buy |
3,082
+209
| +7% | +$33K | 0.02% | 426 |
|
|
2022
Q1 | $530K | Buy |
2,873
+579
| +25% | +$107K | 0.02% | 423 |
|
|
2021
Q4 | $460K | Buy |
2,294
+48
| +2% | +$9.63K | 0.02% | 462 |
|
|
2021
Q3 | $439K | Sell |
2,246
-96
| -4% | -$18.8K | 0.02% | 448 |
|
|
2021
Q2 | $447K | Sell |
2,342
-40
| -2% | -$7.64K | 0.02% | 433 |
|
|
2021
Q1 | $418K | Buy |
2,382
+98
| +4% | +$17.2K | 0.02% | 411 |
|
|
2020
Q4 | $340K | Sell |
2,284
-5
| -0.2% | -$744 | 0.02% | 451 |
|
|
2020
Q3 | $252K | Sell |
2,289
-109
| -5% | -$12K | 0.02% | 478 |
|
|
2020
Q2 | $252K | Buy |
2,398
+55
| +2% | +$5.78K | 0.02% | 479 |
|
|
2020
Q1 | $224K | Buy |
2,343
+155
| +7% | +$14.8K | 0.02% | 440 |
|
|
2019
Q4 | $349K | Buy |
2,188
+128
| +6% | +$20.4K | 0.03% | 373 |
|
|
2019
Q3 | $289K | Buy |
2,060
+1,259
| +157% | +$177K | 0.03% | 393 |
|
|
2019
Q2 | $110K | Buy |
801
+500
| +166% | +$68.7K | 0.01% | 452 |
|
|
2019
Q1 | $37K | Sell |
301
-36
| -11% | -$4.43K | 0.01% | 557 |
|
|
2018
Q4 | $39K | Sell |
337
-610
| -64% | -$70.6K | 0.01% | 500 |
|
|
2018
Q3 | $129K | Sell |
947
-16
| -2% | -$2.18K | 0.03% | 244 |
|
|
2018
Q2 | $130K | Sell |
963
-60
| -6% | -$8.1K | 0.03% | 297 |
|
|
2018
Q1 | $155K | Sell |
1,023
-36
| -3% | -$5.46K | 0.03% | 263 |
|
|
2017
Q4 | $153K | Buy |
1,059
+600
| +131% | +$86.7K | 0.02% | 260 |
|
|
2017
Q3 | $62K | Sell |
459
-639
| -58% | -$86.3K | 0.02% | 331 |
|
|
2017
Q2 | $137K | Buy |
+1,098
| New | +$137K | 0.04% | 253 |
|