United Capital 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 | $2.37M | Buy |
12,721
+106
| +0.8% | +$19.8K | 0.02% | 406 |
|
|
2025
Q1 | $2.22M | Buy |
12,615
+38
| +0.3% | +$6.68K | 0.02% | 405 |
|
|
2024
Q4 | $2.43M | Sell |
12,577
-1,344
| -10% | -$259K | 0.02% | 376 |
|
|
2024
Q3 | $2.57M | Buy |
13,921
+607
| +5% | +$112K | 0.02% | 363 |
|
|
2024
Q2 | $2.07M | Buy |
13,314
+43
| +0.3% | +$6.69K | 0.02% | 397 |
|
|
2024
Q1 | $2.14M | Sell |
13,271
-1,543
| -10% | -$249K | 0.02% | 412 |
|
|
2023
Q4 | $2.29M | Sell |
14,814
-11,674
| -44% | -$1.81M | 0.02% | 390 |
|
|
2023
Q3 | $3.25M | Buy |
26,488
+1,675
| +7% | +$206K | 0.02% | 352 |
|
|
2023
Q2 | $3.13M | Buy |
24,813
+202
| +0.8% | +$25.4K | 0.02% | 378 |
|
|
2023
Q1 | $3.13M | Sell |
24,611
-3,367
| -12% | -$428K | 0.02% | 385 |
|
|
2022
Q4 | $4.42M | Sell |
27,978
-2,434
| -8% | -$384K | 0.02% | 348 |
|
|
2022
Q3 | $4.54M | Sell |
30,412
-447
| -1% | -$66.8K | 0.03% | 332 |
|
|
2022
Q2 | $4.87M | Sell |
30,859
-644
| -2% | -$102K | 0.03% | 337 |
|
|
2022
Q1 | $5.81M | Sell |
31,503
-637
| -2% | -$118K | 0.03% | 343 |
|
|
2021
Q4 | $6.45M | Sell |
32,140
-2,129
| -6% | -$427K | 0.03% | 340 |
|
|
2021
Q3 | $6.7M | Sell |
34,269
-1,688
| -5% | -$330K | 0.03% | 327 |
|
|
2021
Q2 | $6.86M | Sell |
35,957
-1,317
| -4% | -$251K | 0.03% | 328 |
|
|
2021
Q1 | $6.54M | Sell |
37,274
-1,916
| -5% | -$336K | 0.04% | 319 |
|
|
2020
Q4 | $5.84M | Buy |
39,190
+4,842
| +14% | +$721K | 0.04% | 329 |
|
|
2020
Q3 | $3.78M | Buy |
34,348
+3,044
| +10% | +$335K | 0.02% | 382 |
|
|
2020
Q2 | $3.29M | Sell |
31,304
-5,343
| -15% | -$562K | 0.02% | 425 |
|
|
2020
Q1 | $3.51M | Sell |
36,647
-7,115
| -16% | -$681K | 0.03% | 395 |
|
|
2019
Q4 | $6.99M | Buy |
43,762
+11,593
| +36% | +$1.85M | 0.05% | 359 |
|
|
2019
Q3 | $4.51M | Sell |
32,169
-9,923
| -24% | -$1.39M | 0.03% | 430 |
|
|
2019
Q2 | $5.78M | Buy |
42,092
+1,680
| +4% | +$231K | 0.04% | 391 |
|
|
2019
Q1 | $4.96M | Sell |
40,412
-1,765
| -4% | -$216K | 0.03% | 412 |
|
|
2018
Q4 | $4.87M | Buy |
42,177
+91
| +0.2% | +$10.5K | 0.04% | 380 |
|
|
2018
Q3 | $5.73M | Sell |
42,086
-258
| -0.6% | -$35.1K | 0.04% | 406 |
|
|
2018
Q2 | $5.72M | Sell |
42,344
-500
| -1% | -$67.6K | 0.04% | 393 |
|
|
2018
Q1 | $6.48M | Buy |
42,844
+304
| +0.7% | +$46K | 0.05% | 364 |
|
|
2017
Q4 | $6.2M | Sell |
42,540
-1,725
| -4% | -$251K | 0.05% | 375 |
|
|
2017
Q3 | $5.97M | Sell |
44,265
-3,071
| -6% | -$414K | 0.05% | 362 |
|
|
2017
Q2 | $5.91M | Sell |
47,336
-3,334
| -7% | -$416K | 0.05% | 352 |
|
|
2017
Q1 | $6.09M | Sell |
50,670
-2,497
| -5% | -$300K | 0.06% | 339 |
|
|
2016
Q4 | $6.22M | Buy |
53,167
+16,883
| +47% | +$1.97M | 0.06% | 336 |
|
|
2016
Q3 | $3.27M | Buy |
36,284
+3,830
| +12% | +$345K | 0.03% | 469 |
|
|
2016
Q2 | $2.63M | Sell |
32,454
-1,619
| -5% | -$131K | 0.03% | 498 |
|
|
2016
Q1 | $2.88M | Sell |
34,073
-1,160
| -3% | -$98.1K | 0.03% | 453 |
|
|
2015
Q4 | $3.36M | Sell |
35,233
-1,596
| -4% | -$152K | 0.04% | 432 |
|
|
2015
Q3 | $3.29M | Sell |
36,829
-3,654
| -9% | -$326K | 0.04% | 412 |
|
|
2015
Q2 | $3.87M | Buy |
40,483
+455
| +1% | +$43.5K | 0.04% | 407 |
|
|
2015
Q1 | $3.67M | Buy |
40,028
+1,424
| +4% | +$131K | 0.04% | 408 |
|
|
2014
Q4 | $3.52M | Hold |
38,604
| – | – | 0.05% | 334 |
|
|
2014
Q3 | $3.3M | Sell |
38,604
-2,042
| -5% | -$175K | 0.06% | 319 |
|
|
2014
Q2 | $3.62M | Buy |
40,646
+3,016
| +8% | +$269K | 0.07% | 287 |
|
|
2014
Q1 | $3.27M | Buy |
37,630
+29,746
| +377% | +$2.59M | 0.07% | 277 |
|
|
2013
Q4 | $612K | Sell |
7,884
-25,117
| -76% | -$1.95M | 0.02% | 405 |
|
|
2013
Q3 | $2.39M | Sell |
33,001
-8,616
| -21% | -$624K | 0.08% | 232 |
|
|
2013
Q2 | $3.04M | Buy |
+41,617
| New | +$3.04M | 0.08% | 255 |
|