SHFA
SC&H Financial Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
1,173
+2
| +0.2% | +$373 | 0.04% | 145 |
|
|
2025
Q1 | $206K | Sell |
1,171
-392
| -25% | -$68.9K | 0.04% | 146 |
|
|
2024
Q4 | $301K | Hold |
1,563
| – | – | 0.06% | 116 |
|
|
2024
Q3 | $289K | Buy |
1,563
+21
| +1% | +$3.88K | 0.06% | 122 |
|
|
2024
Q2 | $240K | Hold |
1,542
| – | – | 0.06% | 130 |
|
|
2024
Q1 | $249K | Hold |
1,542
| – | – | 0.06% | 125 |
|
|
2023
Q4 | $239K | Buy |
+1,542
| New | +$239K | 0.07% | 127 |
|
|
2023
Q2 | – | Sell |
-2,049
| Closed | -$260K | – | 138 |
|
|
2023
Q1 | $260K | Buy |
2,049
+15
| +0.7% | +$1.91K | 0.09% | 118 |
|
|
2022
Q4 | $321K | Buy |
2,034
+70
| +4% | +$11.1K | 0.13% | 104 |
|
|
2022
Q3 | $293K | Hold |
1,964
| – | – | 0.15% | 103 |
|
|
2022
Q2 | $310K | Hold |
1,964
| – | – | 0.14% | 114 |
|
|
2022
Q1 | $362K | Hold |
1,964
| – | – | 0.17% | 111 |
|
|
2021
Q4 | $394K | Buy |
+1,964
| New | +$394K | 0.22% | 106 |
|