Valeo 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 |
6,140
-579
| -9% | -$108K | 0.03% | 264 |
|
|
2025
Q1 | $1.18M | Sell |
6,719
-40
| -0.6% | -$7.03K | 0.03% | 227 |
|
|
2024
Q4 | $1.3M | Buy |
6,759
+196
| +3% | +$37.8K | 0.04% | 202 |
|
|
2024
Q3 | $1.21M | Buy |
6,563
+561
| +9% | +$104K | 0.03% | 226 |
|
|
2024
Q2 | $933K | Sell |
6,002
-69
| -1% | -$10.7K | 0.03% | 252 |
|
|
2024
Q1 | $960K | Sell |
6,071
-188
| -3% | -$29.7K | 0.03% | 246 |
|
|
2023
Q4 | $969K | Sell |
6,259
-895
| -13% | -$139K | 0.04% | 227 |
|
|
2023
Q3 | $878K | Sell |
7,154
-707
| -9% | -$86.8K | 0.04% | 230 |
|
|
2023
Q2 | $990K | Sell |
7,861
-710
| -8% | -$89.4K | 0.05% | 208 |
|
|
2023
Q1 | $1.09M | Buy |
8,571
+4,210
| +97% | +$535K | 0.05% | 199 |
|
|
2022
Q4 | $689K | Buy |
4,361
+993
| +29% | +$157K | 0.04% | 236 |
|
|
2022
Q3 | $503K | Buy |
3,368
+473
| +16% | +$70.6K | 0.03% | 257 |
|
|
2022
Q2 | $457K | Sell |
2,895
-1,095
| -27% | -$173K | 0.03% | 267 |
|
|
2022
Q1 | $736K | Buy |
3,990
+1,055
| +36% | +$195K | 0.04% | 238 |
|
|
2021
Q4 | $589K | Buy |
2,935
+675
| +30% | +$135K | 0.03% | 265 |
|
|
2021
Q3 | $442K | Buy |
2,260
+351
| +18% | +$68.6K | 0.03% | 315 |
|
|
2021
Q2 | $364K | Sell |
1,909
-297
| -13% | -$56.6K | 0.02% | 303 |
|
|
2021
Q1 | $387K | Sell |
2,206
-111
| -5% | -$19.5K | 0.02% | 309 |
|
|
2020
Q4 | $345K | Buy |
2,317
+93
| +4% | +$13.8K | 0.02% | 299 |
|
|
2020
Q3 | $244K | Sell |
2,224
-531
| -19% | -$58.3K | 0.02% | 278 |
|
|
2020
Q2 | $290K | Buy |
2,755
+200
| +8% | +$21.1K | 0.03% | 253 |
|
|
2020
Q1 | $269K | Sell |
2,555
-320
| -11% | -$33.7K | 0.03% | 239 |
|
|
2019
Q4 | $459K | Buy |
2,875
+213
| +8% | +$34K | 0.04% | 202 |
|
|
2019
Q3 | $373K | Buy |
2,662
+282
| +12% | +$39.5K | 0.04% | 204 |
|
|
2019
Q2 | $327K | Sell |
2,380
-300
| -11% | -$41.2K | 0.04% | 217 |
|
|
2019
Q1 | $329K | Buy |
2,680
+535
| +25% | +$65.7K | 0.04% | 209 |
|
|
2018
Q4 | $251K | Sell |
2,145
-627
| -23% | -$73.4K | 0.04% | 230 |
|
|
2018
Q3 | $356K | Sell |
2,772
-121
| -4% | -$15.5K | 0.05% | 196 |
|
|
2018
Q2 | $411K | Buy |
2,893
+716
| +33% | +$102K | 0.06% | 193 |
|
|
2018
Q1 | $329K | Sell |
2,177
-170
| -7% | -$25.7K | 0.05% | 199 |
|
|
2017
Q4 | $339K | Buy |
2,347
+453
| +24% | +$65.4K | 0.06% | 184 |
|
|
2017
Q3 | $255K | Buy |
+1,894
| New | +$255K | 0.06% | 180 |
|