RIA
Regal Investment Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,396
| Closed | -$217K | – | 557 |
|
|
2024
Q2 | $217K | Sell |
1,396
-300
| -18% | -$46.6K | 0.01% | 531 |
|
|
2024
Q1 | $274K | Sell |
1,696
-19
| -1% | -$3.07K | 0.02% | 476 |
|
|
2023
Q4 | $266K | Sell |
1,715
-406
| -19% | -$62.9K | 0.02% | 446 |
|
|
2023
Q3 | $260K | Sell |
2,121
-173
| -8% | -$21.2K | 0.02% | 413 |
|
|
2023
Q2 | $289K | Sell |
2,294
-97
| -4% | -$12.2K | 0.02% | 401 |
|
|
2023
Q1 | $304K | Buy |
2,391
+89
| +4% | +$11.3K | 0.03% | 391 |
|
|
2022
Q4 | $364K | Sell |
2,302
-511
| -18% | -$80.7K | 0.04% | 339 |
|
|
2022
Q3 | $420K | Sell |
2,813
-74
| -3% | -$11K | 0.04% | 296 |
|
|
2022
Q2 | $455K | Sell |
2,887
-6,169
| -68% | -$972K | 0.05% | 296 |
|
|
2022
Q1 | $1.67M | Sell |
9,056
-1
| -0% | -$185 | 0.15% | 138 |
|
|
2021
Q4 | $1.82M | Buy |
9,057
+36
| +0.4% | +$7.22K | 0.16% | 136 |
|
|
2021
Q3 | $1.77M | Buy |
9,021
+135
| +2% | +$26.4K | 0.17% | 137 |
|
|
2021
Q2 | $1.7M | Buy |
+8,886
| New | +$1.7M | 0.17% | 139 |
|
|
2021
Q1 | – | Sell |
-8,702
| Closed | -$1.3M | – | 314 |
|
|
2020
Q4 | $1.3M | Buy |
+8,702
| New | +$1.3M | 0.15% | 149 |
|
|
2020
Q3 | – | Sell |
-8,540
| Closed | -$898K | – | 204 |
|
|
2020
Q2 | $898K | Buy |
+8,540
| New | +$898K | 0.16% | 127 |
|
|
2020
Q1 | – | Sell |
-7,685
| Closed | -$1.23M | – | 232 |
|
|
2019
Q4 | $1.23M | Sell |
7,685
-608
| -7% | -$97.1K | 0.22% | 124 |
|
|
2019
Q3 | $1.16M | Buy |
8,293
+4
| +0% | +$560 | 0.23% | 126 |
|
|
2019
Q2 | $1.14M | Sell |
8,289
-847
| -9% | -$116K | 0.22% | 127 |
|
|
2019
Q1 | $1.12M | Sell |
9,136
-461
| -5% | -$56.6K | 0.23% | 120 |
|
|
2018
Q4 | $1.12M | Sell |
9,597
-856
| -8% | -$100K | 0.25% | 116 |
|
|
2018
Q3 | $1.42M | Buy |
10,453
+338
| +3% | +$46K | 0.3% | 105 |
|
|
2018
Q2 | $1.37M | Sell |
10,115
-353
| -3% | -$47.7K | 0.41% | 88 |
|
|
2018
Q1 | $1.58M | Sell |
10,468
-71
| -0.7% | -$10.7K | 0.35% | 95 |
|
|
2017
Q4 | $1.52M | Sell |
10,539
-513
| -5% | -$74K | 0.34% | 98 |
|
|
2017
Q3 | $1.49M | Sell |
11,052
-41
| -0.4% | -$5.52K | 0.35% | 97 |
|
|
2017
Q2 | $1.39M | Buy |
11,093
+23
| +0.2% | +$2.87K | 0.34% | 94 |
|
|
2017
Q1 | $1.33M | Buy |
11,070
+290
| +3% | +$34.9K | 0.35% | 92 |
|
|
2016
Q4 | $1.26M | Buy |
10,780
+541
| +5% | +$63.3K | 0.35% | 93 |
|
|
2016
Q3 | $922K | Buy |
10,239
+363
| +4% | +$32.7K | 0.26% | 108 |
|
|
2016
Q2 | $804K | Buy |
9,876
+178
| +2% | +$14.5K | 0.22% | 123 |
|
|
2016
Q1 | $820K | Sell |
9,698
-258
| -3% | -$21.8K | 0.22% | 116 |
|
|
2015
Q4 | $948K | Sell |
9,956
-141
| -1% | -$13.4K | 0.25% | 111 |
|
|
2015
Q3 | $900K | Buy |
10,097
+80
| +0.8% | +$7.13K | 0.23% | 112 |
|
|
2015
Q2 | $958K | Buy |
10,017
+272
| +3% | +$26K | 0.26% | 103 |
|
|
2015
Q1 | $909K | Sell |
9,745
-157
| -2% | -$14.6K | 0.22% | 117 |
|
|
2014
Q4 | $903K | Sell |
9,902
-57
| -0.6% | -$5.2K | 0.24% | 109 |
|
|
2014
Q3 | $852K | Sell |
9,959
-21
| -0.2% | -$1.8K | 0.26% | 103 |
|
|
2014
Q2 | $889K | Buy |
9,980
+53
| +0.5% | +$4.72K | 0.32% | 89 |
|
|
2014
Q1 | $864K | Buy |
9,927
+5
| +0.1% | +$435 | 0.37% | 84 |
|
|
2013
Q4 | $770K | Sell |
9,922
-130
| -1% | -$10.1K | 0.44% | 78 |
|
|
2013
Q3 | $728K | Sell |
10,052
-3
| -0% | -$217 | 0.43% | 89 |
|
|
2013
Q2 | $733K | Buy |
+10,055
| New | +$733K | 0.4% | 83 |
|