SageView Advisory Group’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 | $295K | Sell |
1,523
-105
| -6% | -$20.4K | 0.01% | 495 |
|
|
2025
Q1 | $286K | Sell |
1,628
-86
| -5% | -$15.1K | 0.01% | 481 |
|
|
2024
Q4 | $331K | Buy |
1,714
+125
| +8% | +$24.1K | 0.01% | 432 |
|
|
2024
Q3 | $294K | Sell |
1,589
-3,527
| -69% | -$652K | 0.01% | 404 |
|
|
2024
Q2 | $795K | Buy |
+5,116
| New | +$795K | 0.04% | 256 |
|
|
2024
Q1 | – | Sell |
-9,030
| Closed | -$1.39M | – | 749 |
|
|
2023
Q4 | $1.39M | Buy |
9,030
+5,023
| +125% | +$775K | 0.06% | 203 |
|
|
2023
Q3 | $492K | Sell |
4,007
-348
| -8% | -$42.7K | 0.03% | 332 |
|
|
2023
Q2 | $549K | Buy |
4,355
+712
| +20% | +$89.7K | 0.03% | 333 |
|
|
2023
Q1 | $463K | Buy |
+3,643
| New | +$463K | 0.03% | 324 |
|