Roosevelt Investment 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
2022
Q3
$295K Hold
2022
Q2
$311K Hold
2022
Q1
$364K Hold
2021
Q4
$396K Sell
2021
Q3
$397K Hold
2021
Q2
$387K Hold
2021
Q1
$356K Buy
2020
Q4
$289K Buy
2020
Q3
$211K Hold
2020
Q2
$202K Buy
2020
Q1
Sell
2019
Q4
$316K Hold
2019
Q3
$277K Buy
2019
Q2
$263K Sell
2019
Q1
$252K Sell
2018
Q4
$261K Hold
2018
Q3
$304K Buy
2018
Q2
$278K Hold
2018
Q1
$311K Hold
2017
Q4
$297K Buy