Steward Partners Investment Advisory’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 | $2.64M | Sell |
14,149
-2,541
| -15% | -$474K | 0.02% | 618 |
|
|
2025
Q1 | $2.93M | Buy |
16,690
+1,016
| +6% | +$179K | 0.03% | 539 |
|
|
2024
Q4 | $3.02M | Buy |
15,674
+4,515
| +40% | +$871K | 0.03% | 510 |
|
|
2024
Q3 | $2.06M | Buy |
11,159
+3,135
| +39% | +$580K | 0.02% | 613 |
|
|
2024
Q2 | $1.25M | Sell |
8,024
-88
| -1% | -$13.7K | 0.01% | 737 |
|
|
2024
Q1 | $1.31M | Buy |
8,112
+748
| +10% | +$121K | 0.01% | 709 |
|
|
2023
Q4 | $1.14M | Buy |
7,364
+645
| +10% | +$99.9K | 0.02% | 681 |
|
|
2023
Q3 | $825K | Sell |
6,719
-9
| -0.1% | -$1.11K | 0.01% | 742 |
|
|
2023
Q2 | $847K | Buy |
6,728
+80
| +1% | +$10.1K | 0.01% | 744 |
|
|
2023
Q1 | $845K | Sell |
6,648
-1,767
| -21% | -$225K | 0.01% | 751 |
|
|
2022
Q4 | $1.33M | Sell |
8,415
-636
| -7% | -$100K | 0.02% | 572 |
|
|
2022
Q3 | $1.35M | Buy |
9,051
+287
| +3% | +$42.9K | 0.03% | 539 |
|
|
2022
Q2 | $1.38M | Sell |
8,764
-169
| -2% | -$26.7K | 0.03% | 544 |
|
|
2022
Q1 | $1.65M | Buy |
8,933
+94
| +1% | +$17.3K | 0.03% | 536 |
|
|
2021
Q4 | $1.77M | Buy |
8,839
+943
| +12% | +$189K | 0.03% | 524 |
|
|
2021
Q3 | $1.55M | Buy |
7,896
+60
| +0.8% | +$11.7K | 0.03% | 525 |
|
|
2021
Q2 | $1.5M | Sell |
7,836
-1,364
| -15% | -$260K | 0.03% | 533 |
|
|
2021
Q1 | $1.61M | Buy |
9,200
+2,117
| +30% | +$371K | 0.03% | 499 |
|
|
2020
Q4 | $1.06M | Buy |
7,083
+130
| +2% | +$19.4K | 0.02% | 543 |
|
|
2020
Q3 | $764K | Buy |
6,953
+677
| +11% | +$74.4K | 0.02% | 558 |
|
|
2020
Q2 | $660K | Sell |
6,276
-160
| -2% | -$16.8K | 0.02% | 556 |
|
|
2020
Q1 | $616K | Buy |
6,436
+139
| +2% | +$13.3K | 0.02% | 516 |
|
|
2019
Q4 | $1.01M | Sell |
6,297
-45
| -0.7% | -$7.18K | 0.03% | 457 |
|
|
2019
Q3 | $888K | Buy |
6,342
+253
| +4% | +$35.4K | 0.03% | 439 |
|
|
2019
Q2 | $835K | Buy |
6,089
+1,526
| +33% | +$209K | 0.03% | 425 |
|
|
2019
Q1 | $559K | Sell |
4,563
-298
| -6% | -$36.5K | 0.02% | 489 |
|
|
2018
Q4 | $568K | Sell |
4,861
-27
| -0.6% | -$3.16K | 0.03% | 458 |
|
|
2018
Q3 | $666K | Buy |
4,888
+285
| +6% | +$38.8K | 0.03% | 439 |
|
|
2018
Q2 | $622K | Buy |
4,603
+885
| +24% | +$120K | 0.04% | 415 |
|
|
2018
Q1 | $562K | Sell |
3,718
-314
| -8% | -$47.5K | 0.04% | 394 |
|
|
2017
Q4 | $581K | Buy |
4,032
+287
| +8% | +$41.4K | 0.04% | 335 |
|
|
2017
Q3 | $504K | Buy |
3,745
+212
| +6% | +$28.5K | 0.05% | 294 |
|
|
2017
Q2 | $441K | Buy |
3,533
+243
| +7% | +$30.3K | 0.05% | 292 |
|
|
2017
Q1 | $395K | Buy |
3,290
+1,035
| +46% | +$124K | 0.06% | 226 |
|
|
2016
Q4 | $263K | Buy |
+2,255
| New | +$263K | 0.12% | 150 |
|