Sequoia Financial 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 | $3.06M | Buy |
16,432
+1,026
| +7% | +$191K | 0.02% | 376 |
|
|
2025
Q1 | $2.71M | Buy |
15,406
+1,129
| +8% | +$198K | 0.02% | 376 |
|
|
2024
Q4 | $2.75M | Buy |
14,277
+758
| +6% | +$146K | 0.03% | 344 |
|
|
2024
Q3 | $2.5M | Buy |
13,519
+4,446
| +49% | +$822K | 0.03% | 329 |
|
|
2024
Q2 | $1.41M | Buy |
9,073
+352
| +4% | +$54.7K | 0.02% | 409 |
|
|
2024
Q1 | $1.41M | Sell |
8,721
-1,308
| -13% | -$211K | 0.02% | 392 |
|
|
2023
Q4 | $1.55M | Buy |
10,029
+2,264
| +29% | +$351K | 0.02% | 416 |
|
|
2023
Q3 | $953K | Buy |
7,765
+22
| +0.3% | +$2.7K | 0.02% | 349 |
|
|
2023
Q2 | $975K | Sell |
7,743
-1,148
| -13% | -$145K | 0.02% | 352 |
|
|
2023
Q1 | $1.13M | Buy |
8,891
+217
| +3% | +$27.6K | 0.03% | 289 |
|
|
2022
Q4 | $1.37M | Buy |
8,674
+1,039
| +14% | +$164K | 0.03% | 244 |
|
|
2022
Q3 | $1.14M | Buy |
7,635
+1,057
| +16% | +$158K | 0.04% | 205 |
|
|
2022
Q2 | $1.04M | Sell |
6,578
-687
| -9% | -$108K | 0.03% | 229 |
|
|
2022
Q1 | $1.34M | Buy |
7,265
+511
| +8% | +$94.3K | 0.03% | 225 |
|
|
2021
Q4 | $1.35M | Buy |
6,754
+3,549
| +111% | +$711K | 0.04% | 215 |
|
|
2021
Q3 | $627K | Sell |
3,205
-2,199
| -41% | -$430K | 0.06% | 134 |
|
|
2021
Q2 | $1.03M | Buy |
5,404
+212
| +4% | +$40.4K | 0.04% | 201 |
|
|
2021
Q1 | $911K | Sell |
5,192
-577
| -10% | -$101K | 0.04% | 199 |
|
|
2020
Q4 | $860K | Buy |
5,769
+358
| +7% | +$53.4K | 0.04% | 197 |
|
|
2020
Q3 | $595K | Buy |
5,411
+258
| +5% | +$28.4K | 0.03% | 206 |
|
|
2020
Q2 | $542K | Buy |
5,153
+89
| +2% | +$9.36K | 0.03% | 207 |
|
|
2020
Q1 | $485K | Sell |
5,064
-286
| -5% | -$27.4K | 0.04% | 204 |
|
|
2019
Q4 | $854K | Buy |
5,350
+22
| +0.4% | +$3.51K | 0.05% | 155 |
|
|
2019
Q3 | $747K | Buy |
5,328
+95
| +2% | +$13.3K | 0.05% | 151 |
|
|
2019
Q2 | $718K | Sell |
5,233
-130
| -2% | -$17.8K | 0.05% | 153 |
|
|
2019
Q1 | $658K | Buy |
5,363
+137
| +3% | +$16.8K | 0.05% | 157 |
|
|
2018
Q4 | $611K | Buy |
5,226
+1,127
| +27% | +$132K | 0.07% | 130 |
|
|
2018
Q3 | $558K | Sell |
4,099
-107
| -3% | -$14.6K | 0.06% | 149 |
|
|
2018
Q2 | $568K | Sell |
4,206
-70
| -2% | -$9.45K | 0.06% | 148 |
|
|
2018
Q1 | $647K | Buy |
4,276
+102
| +2% | +$15.4K | 0.07% | 138 |
|
|
2017
Q4 | $602K | Sell |
4,174
-32
| -0.8% | -$4.62K | 0.06% | 146 |
|
|
2017
Q3 | $567K | Buy |
4,206
+71
| +2% | +$9.57K | 0.07% | 140 |
|
|
2017
Q2 | $516K | Sell |
4,135
-25
| -0.6% | -$3.12K | 0.06% | 145 |
|
|
2017
Q1 | $500K | Sell |
4,160
-1,928
| -32% | -$232K | 0.06% | 136 |
|
|
2016
Q4 | $712K | Sell |
6,088
-1,088
| -15% | -$127K | 0.1% | 118 |
|
|
2016
Q3 | $646K | Sell |
7,176
-216
| -3% | -$19.4K | 0.12% | 104 |
|
|
2016
Q2 | $602K | Sell |
7,392
-347
| -4% | -$28.3K | 0.17% | 101 |
|
|
2016
Q1 | $654K | Buy |
7,739
+303
| +4% | +$25.6K | 0.21% | 81 |
|
|
2015
Q4 | $709K | Buy |
7,436
+7
| +0.1% | +$667 | 0.29% | 74 |
|
|
2015
Q3 | $663K | Sell |
7,429
-16,480
| -69% | -$1.47M | 0.29% | 71 |
|
|
2015
Q2 | $2.29M | Buy |
23,909
+1,174
| +5% | +$112K | 0.97% | 19 |
|
|
2015
Q1 | $2.12M | Buy |
22,735
+823
| +4% | +$76.7K | 0.97% | 24 |
|
|
2014
Q4 | $2M | Buy |
21,912
+2,043
| +10% | +$186K | 1.37% | 16 |
|
|
2014
Q3 | $1.7M | Buy |
19,869
+303
| +2% | +$25.9K | 1.18% | 20 |
|
|
2014
Q2 | $1.74M | Buy |
19,566
+2,912
| +17% | +$259K | 1.32% | 15 |
|
|
2014
Q1 | $1.45M | Buy |
16,654
+450
| +3% | +$39.2K | 1.21% | 12 |
|
|
2013
Q4 | $1.26M | Buy |
+16,204
| New | +$1.26M | 1.04% | 16 |
|