Oxford Financial 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 | – | Sell |
-1,872
| Closed | -$329K | – | 267 |
|
|
2025
Q1 | $329K | Sell |
1,872
-437
| -19% | -$82.5K | 0.02% | 167 |
|
|
2024
Q4 | $445K | Buy |
2,309
+202
| +10% | +$39.7K | 0.03% | 160 |
|
|
2024
Q3 | $389K | Sell |
2,107
-674
| -24% | -$118K | 0.02% | 170 |
|
|
2024
Q2 | $432K | Buy |
2,781
+974
| +54% | +$151K | 0.03% | 169 |
|
|
2024
Q1 | $292K | Buy |
1,807
+13
| +0.7% | +$1.96K | 0.02% | 187 |
|
|
2023
Q4 | $278K | Sell |
1,794
-76
| -4% | -$9.84K | 0.02% | 194 |
|
|
2023
Q3 | $230K | Sell |
1,870
-260
| -12% | -$32.7K | 0.02% | 199 |
|
|
2023
Q2 | $268K | Sell |
2,130
-209
| -9% | -$25.5K | 0.03% | 193 |
|
|
2023
Q1 | $297K | Buy |
2,339
+55
| +2% | +$8.29K | 0.03% | 151 |
|
|
2022
Q4 | $361K | Sell |
2,284
-358
| -14% | -$56.3K | 0.04% | 136 |
|
|
2022
Q3 | $395K | Sell |
2,642
-27
| -1% | -$4.37K | 0.06% | 119 |
|
|
2022
Q2 | $421K | Buy |
2,669
+27
| +1% | +$4.53K | 0.06% | 120 |
|
|
2022
Q1 | $487K | Buy |
2,642
+4
| +0.2% | +$809 | 0.06% | 118 |
|
|
2021
Q4 | $529K | Sell |
2,638
-4
| -0.2% | -$814 | 0.06% | 116 |
|
|
2021
Q3 | $517K | Buy |
2,642
+4
| +0.2% | +$756 | 0.07% | 107 |
|
|
2021
Q2 | $503K | Hold |
2,638
| – | – | 0.07% | 111 |
|
|
2021
Q1 | $463K | Buy |
2,638
+15
| +0.6% | +$2.47K | 0.06% | 112 |
|
|
2020
Q4 | $391K | Hold |
2,623
| – | – | 0.06% | 126 |
|
|
2020
Q3 | $288K | Buy |
2,623
+12
| +0.5% | +$1.29K | 0.05% | 131 |
|
|
2020
Q2 | $275K | Sell |
2,611
-106
| -4% | -$11.2K | 0.05% | 133 |
|
|
2020
Q1 | $260K | Buy |
+2,717
| New | +$365K | 0.05% | 129 |
|
Other funds holding PNC
