Sanders Morris Harris’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 | – | Sell |
-3,920
| Closed | -$685K | – | 270 |
|
|
2025
Q1 | $685K | Hold |
3,920
| – | – | 0.11% | 125 |
|
|
2024
Q4 | $756K | Hold |
3,920
| – | – | 0.11% | 129 |
|
|
2024
Q3 | $725K | Hold |
3,920
| – | – | 0.12% | 123 |
|
|
2024
Q2 | $609K | Hold |
3,920
| – | – | 0.1% | 134 |
|
|
2024
Q1 | $633K | Hold |
3,920
| – | – | 0.12% | 134 |
|
|
2023
Q4 | $615K | Hold |
3,920
| – | – | 0.3% | 97 |
|
|
2023
Q3 | $472K | Hold |
3,920
| – | – | 0.1% | 158 |
|
|
2023
Q2 | $500K | Buy |
+3,920
| New | +$500K | 0.11% | 136 |
|
|
2023
Q1 | – | Sell |
-3,676
| Closed | -$581K | – | 225 |
|
|
2022
Q4 | $581K | Hold |
3,676
| – | – | 0.22% | 103 |
|
|
2022
Q3 | $565K | Hold |
3,676
| – | – | 0.14% | 120 |
|
|
2022
Q2 | $593K | Hold |
3,676
| – | – | 0.13% | 119 |
|
|
2022
Q1 | $678K | Hold |
3,676
| – | – | 0.13% | 119 |
|
|
2021
Q4 | $763K | Hold |
3,676
| – | – | 0.13% | 119 |
|
|
2021
Q3 | $743K | Hold |
3,676
| – | – | 0.14% | 117 |
|
|
2021
Q2 | $691K | Hold |
3,676
| – | – | 0.13% | 131 |
|
|
2021
Q1 | $655K | Hold |
3,676
| – | – | 0.14% | 120 |
|
|
2020
Q4 | $585K | Hold |
3,676
| – | – | 0.13% | 136 |
|
|
2020
Q3 | $412K | Buy |
+3,676
| New | +$412K | 0.11% | 169 |
|
|
2020
Q2 | – | Sell |
-12,062
| Closed | -$1.89M | – | 181 |
|
|
2020
Q1 | $1.89M | Buy |
12,062
+524
| +5% | +$82.2K | 1.85% | 16 |
|
|
2019
Q4 | $1.85M | Buy |
11,538
+8,038
| +230% | +$1.29M | 0.42% | 62 |
|
|
2019
Q3 | $474K | Hold |
3,500
| – | – | 0.11% | 150 |
|
|
2019
Q2 | $487K | Buy |
+3,500
| New | +$487K | 0.13% | 150 |
|