SIA
Schechter Investment Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $822K | Sell |
4,674
-224
| -5% | -$39.4K | 0.07% | 260 |
|
|
2024
Q4 | $945K | Buy |
4,898
+44
| +0.9% | +$8.49K | 0.07% | 249 |
|
|
2024
Q3 | $897K | Sell |
4,854
-245
| -5% | -$45.3K | 0.07% | 271 |
|
|
2024
Q2 | $793K | Buy |
5,099
+30
| +0.6% | +$4.66K | 0.06% | 286 |
|
|
2024
Q1 | $819K | Sell |
5,069
-292
| -5% | -$47.2K | 0.06% | 281 |
|
|
2023
Q4 | $830K | Buy |
5,361
+134
| +3% | +$20.7K | 0.07% | 261 |
|
|
2023
Q3 | $642K | Buy |
5,227
+476
| +10% | +$58.4K | 0.06% | 296 |
|
|
2023
Q2 | $598K | Sell |
4,751
-407
| -8% | -$51.3K | 0.05% | 348 |
|
|
2023
Q1 | $656K | Sell |
5,158
-724
| -12% | -$92K | 0.06% | 351 |
|
|
2022
Q4 | $929K | Sell |
5,882
-323
| -5% | -$51K | 0.08% | 315 |
|
|
2022
Q3 | $928K | Buy |
6,205
+415
| +7% | +$62.1K | 0.09% | 303 |
|
|
2022
Q2 | $913K | Sell |
5,790
-732
| -11% | -$115K | 0.09% | 314 |
|
|
2022
Q1 | $1.2M | Sell |
6,522
-662
| -9% | -$122K | 0.11% | 244 |
|
|
2021
Q4 | $1.44M | Buy |
+7,184
| New | +$1.44M | 0.13% | 197 |
|