Patriot Financial Group Insurance Agency’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 | $653K | Sell |
3,504
-20
| -0.6% | -$3.73K | 0.08% | 269 |
|
|
2025
Q1 | $619K | Buy |
3,524
+38
| +1% | +$6.68K | 0.08% | 258 |
|
|
2024
Q4 | $672K | Sell |
3,486
-113
| -3% | -$21.8K | 0.09% | 236 |
|
|
2024
Q3 | $665K | Buy |
3,599
+105
| +3% | +$19.4K | 0.09% | 244 |
|
|
2024
Q2 | $543K | Buy |
3,494
+91
| +3% | +$14.1K | 0.08% | 263 |
|
|
2024
Q1 | $550K | Sell |
3,403
-27
| -0.8% | -$4.36K | 0.09% | 255 |
|
|
2023
Q4 | $531K | Sell |
3,430
-51
| -1% | -$7.9K | 0.1% | 238 |
|
|
2023
Q3 | $427K | Buy |
+3,481
| New | +$427K | 0.09% | 269 |
|
|
2022
Q3 | – | Sell |
-233
| Closed | -$37K | – | 1537 |
|
|
2022
Q2 | $37K | Sell |
233
-131
| -36% | -$20.8K | 0.01% | 828 |
|
|
2022
Q1 | $67K | Sell |
364
-20
| -5% | -$3.68K | 0.01% | 700 |
|
|
2021
Q4 | $77K | Sell |
384
-9
| -2% | -$1.81K | 0.01% | 731 |
|
|
2021
Q3 | $77K | Buy |
393
+74
| +23% | +$14.5K | 0.01% | 728 |
|
|
2021
Q2 | $61K | Buy |
319
+11
| +4% | +$2.1K | 0.01% | 778 |
|
|
2021
Q1 | $54K | Buy |
308
+27
| +10% | +$4.73K | 0.01% | 746 |
|
|
2020
Q4 | $42K | Buy |
281
+2
| +0.7% | +$299 | 0.01% | 739 |
|
|
2020
Q3 | $31K | Sell |
279
-111
| -28% | -$12.3K | 0.01% | 665 |
|
|
2020
Q2 | $41K | Buy |
390
+165
| +73% | +$17.3K | 0.02% | 565 |
|
|
2020
Q1 | $22K | Buy |
225
+166
| +281% | +$16.2K | 0.01% | 640 |
|
|
2019
Q4 | $9K | Buy |
+59
| New | +$9K | ﹤0.01% | 867 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1464 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1384 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1203 |
|