Sage Mountain 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 | $378K | Buy |
2,028
+292
| +17% | +$54.4K | 0.02% | 286 |
|
|
2025
Q1 | $305K | Sell |
1,736
-661
| -28% | -$116K | 0.02% | 305 |
|
|
2024
Q4 | $462K | Sell |
2,397
-150
| -6% | -$28.9K | 0.03% | 223 |
|
|
2024
Q3 | $471K | Buy |
2,547
+467
| +22% | +$86.3K | 0.04% | 211 |
|
|
2024
Q2 | $323K | Sell |
2,080
-239
| -10% | -$37.2K | 0.03% | 236 |
|
|
2024
Q1 | $375K | Sell |
2,319
-253
| -10% | -$40.9K | 0.04% | 206 |
|
|
2023
Q4 | $398K | Buy |
2,572
+332
| +15% | +$51.4K | 0.05% | 157 |
|
|
2023
Q3 | $275K | Sell |
2,240
-136
| -6% | -$16.7K | 0.04% | 195 |
|
|
2023
Q2 | $299K | Sell |
2,376
-34
| -1% | -$4.28K | 0.04% | 178 |
|
|
2023
Q1 | $306K | Buy |
+2,410
| New | +$306K | 0.05% | 165 |
|
|
2022
Q2 | – | Sell |
-1,230
| Closed | -$227K | – | 635 |
|
|
2022
Q1 | $227K | Sell |
1,230
-488
| -28% | -$90.1K | 0.04% | 435 |
|
|
2021
Q4 | $345K | Buy |
1,718
+16
| +0.9% | +$3.21K | 0.04% | 408 |
|
|
2021
Q3 | $333K | Buy |
1,702
+525
| +45% | +$103K | 0.05% | 334 |
|
|
2021
Q2 | $225K | Buy |
+1,177
| New | +$225K | 0.04% | 368 |
|