SOA Wealth Advisors’s PNC Financial Services PNC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $55.9K | Hold |
300
| – | – | 0.01% | 353 |
|
2025
Q1 | $52.7K | Hold |
300
| – | – | 0.01% | 334 |
|
2024
Q4 | $57.9K | Hold |
300
| – | – | 0.01% | 313 |
|
2024
Q3 | $55.5K | Hold |
300
| – | – | 0.01% | 309 |
|
2024
Q2 | $46.6K | Hold |
300
| – | – | 0.01% | 316 |
|
2024
Q1 | $48.5K | Hold |
300
| – | – | 0.01% | 306 |
|
2023
Q4 | $46.5K | Hold |
300
| – | – | 0.01% | 303 |
|
2023
Q3 | $36.8K | Hold |
300
| – | – | 0.01% | 325 |
|
2023
Q2 | $37.8K | Hold |
300
| – | – | 0.01% | 328 |
|
2023
Q1 | $38.1K | Hold |
300
| – | – | 0.01% | 319 |
|
2022
Q4 | $47.4K | Hold |
300
| – | – | 0.01% | 286 |
|
2022
Q3 | $44K | Hold |
300
| – | – | 0.01% | 283 |
|
2022
Q2 | $47K | Sell |
300
-7
| -2% | -$1.1K | 0.01% | 274 |
|
2022
Q1 | $56K | Hold |
307
| – | – | 0.01% | 294 |
|
2021
Q4 | $61K | Hold |
307
| – | – | 0.01% | 274 |
|
2021
Q3 | $60K | Hold |
307
| – | – | 0.02% | 283 |
|
2021
Q2 | $58K | Sell |
307
-2
| -0.6% | -$378 | 0.01% | 293 |
|
2021
Q1 | $54K | Hold |
309
| – | – | 0.02% | 263 |
|
2020
Q4 | $49K | Buy |
+309
| New | +$49K | 0.01% | 268 |
|