Transamerica 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 | $1.14M | Sell |
6,125
-232
| -4% | -$43.2K | 0.11% | 134 |
|
|
2025
Q1 | $1.12M | Buy |
6,357
+547
| +9% | +$96.2K | 0.11% | 142 |
|
|
2024
Q4 | $1.12M | Sell |
5,810
-1,098
| -16% | -$212K | 0.11% | 141 |
|
|
2024
Q3 | $1.28M | Buy |
6,908
+560
| +9% | +$104K | 0.12% | 136 |
|
|
2024
Q2 | $987K | Hold |
6,348
| – | – | 0.11% | 134 |
|
|
2024
Q1 | $1.03M | Buy |
6,348
+246
| +4% | +$39.8K | 0.1% | 149 |
|
|
2023
Q4 | $945K | Sell |
6,102
-3,855
| -39% | -$597K | 0.13% | 118 |
|
|
2023
Q3 | $1.22M | Sell |
9,957
-726
| -7% | -$89.2K | 0.17% | 110 |
|
|
2023
Q2 | $1.35M | Buy |
10,683
+1,456
| +16% | +$183K | 0.17% | 104 |
|
|
2023
Q1 | $1.17M | Buy |
9,227
+871
| +10% | +$111K | 0.16% | 106 |
|
|
2022
Q4 | $1.32M | Buy |
8,356
+999
| +14% | +$158K | 0.19% | 103 |
|
|
2022
Q3 | $1.1M | Buy |
7,357
+1,563
| +27% | +$234K | 0.16% | 100 |
|
|
2022
Q2 | $915K | Buy |
5,794
+5,790
| +144,750% | +$914K | 0.13% | 125 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | 0.04% | 97 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | 0.03% | 106 |
|
|
2021
Q3 | $1K | Sell |
4
-1
| -20% | -$250 | 0.03% | 105 |
|
|
2021
Q2 | $1K | Buy |
5
+1
| +25% | +$200 | 0.02% | 170 |
|
|
2021
Q1 | $1K | Sell |
4
-1
| -20% | -$250 | 0.02% | 175 |
|
|
2020
Q4 | $1K | Sell |
5
-5
| -50% | -$1K | 0.02% | 167 |
|
|
2020
Q3 | $2K | Sell |
10
-1,701
| -99% | -$340K | 0.04% | 118 |
|
|
2020
Q2 | $180K | Buy |
+1,711
| New | +$180K | 0.04% | 176 |
|
|
2019
Q3 | – | Sell |
-959
| Closed | -$132K | – | 413 |
|
|
2019
Q2 | $132K | Buy |
+959
| New | +$132K | 0.03% | 205 |
|
|
2019
Q1 | – | Sell |
-307
| Closed | -$36K | – | 368 |
|
|
2018
Q4 | $36K | Buy |
+307
| New | +$36K | 0.01% | 234 |
|
|
2015
Q4 | – | Sell |
-49
| Closed | -$5K | – | 859 |
|
|
2015
Q3 | $5K | Hold |
49
| – | – | ﹤0.01% | 656 |
|
|
2015
Q2 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 709 |
|