Pin Oak 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 | $45K | Sell |
258
-154
| -37% | -$26.9K | 0.04% | 199 |
|
|
2025
Q1 | $44K | Hold |
412
| – | – | 0.03% | 197 |
|
|
2024
Q4 | $76K | Hold |
412
| – | – | 0.07% | 155 |
|
|
2024
Q3 | $76K | Hold |
412
| – | – | 0.07% | 153 |
|
|
2024
Q2 | $64K | Hold |
412
| – | – | 0.06% | 155 |
|
|
2024
Q1 | $67K | Hold |
412
| – | – | 0.06% | 155 |
|
|
2023
Q4 | $64K | Hold |
412
| – | – | 0.06% | 152 |
|
|
2023
Q3 | $51K | Hold |
412
| – | – | 0.06% | 158 |
|
|
2023
Q2 | $52K | Hold |
412
| – | – | 0.06% | 159 |
|
|
2023
Q1 | $52K | Hold |
412
| – | – | 0.06% | 152 |
|
|
2022
Q4 | $65K | Buy |
412
+100
| +32% | +$15.8K | 0.08% | 131 |
|
|
2022
Q3 | $47K | Hold |
312
| – | – | 0.06% | 141 |
|
|
2022
Q2 | $49K | Hold |
312
| – | – | 0.06% | 140 |
|
|
2022
Q1 | $58K | Hold |
312
| – | – | 0.06% | 146 |
|
|
2021
Q4 | $63K | Sell |
312
-52
| -14% | -$10.5K | 0.06% | 151 |
|
|
2021
Q3 | $71K | Buy |
364
+52
| +17% | +$10.1K | 0.08% | 142 |
|
|
2021
Q2 | $60K | Hold |
312
| – | – | 0.06% | 152 |
|
|
2021
Q1 | $55K | Hold |
312
| – | – | 0.05% | 165 |
|
|
2020
Q4 | $46K | Hold |
312
| – | – | 0.04% | 190 |
|
|
2020
Q3 | $34K | Hold |
312
| – | – | 0.03% | 195 |
|
|
2020
Q2 | $33K | Buy |
312
+158
| +103% | +$16.7K | 0.03% | 190 |
|
|
2020
Q1 | $15K | Hold |
154
| – | – | 0.02% | 247 |
|
|
2019
Q4 | $25K | Hold |
154
| – | – | 0.02% | 238 |
|
|
2019
Q3 | $22K | Hold |
154
| – | – | 0.02% | 247 |
|
|
2019
Q2 | $21K | Buy |
+154
| New | +$21K | 0.02% | 264 |
|
|
2018
Q4 | – | Sell |
-26
| Closed | -$4K | – | 446 |
|
|
2018
Q3 | $4K | Hold |
26
| – | – | ﹤0.01% | 371 |
|
|
2018
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 379 |
|
|
2018
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 389 |
|
|
2017
Q4 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 399 |
|