AE Wealth Management’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,554
| Closed | -$588K | – | 1761 |
|
|
2023
Q4 | $588K | Sell |
6,554
-211
| -3% | -$18.9K | ﹤0.01% | 1351 |
|
|
2023
Q3 | $454K | Sell |
6,765
-2,835
| -30% | -$190K | ﹤0.01% | 1425 |
|
|
2023
Q2 | $544K | Buy |
9,600
+3,766
| +65% | +$213K | ﹤0.01% | 1344 |
|
|
2023
Q1 | $322K | Sell |
5,834
-7,206
| -55% | -$398K | ﹤0.01% | 1518 |
|
|
2022
Q4 | $957K | Buy |
13,040
+7,214
| +124% | +$530K | 0.01% | 1000 |
|
|
2022
Q3 | $473K | Sell |
5,826
-686
| -11% | -$55.7K | ﹤0.01% | 1289 |
|
|
2022
Q2 | $471K | Buy |
6,512
+31
| +0.5% | +$2.24K | ﹤0.01% | 1231 |
|
|
2022
Q1 | $597K | Buy |
6,481
+2,018
| +45% | +$186K | ﹤0.01% | 1140 |
|
|
2021
Q4 | $426K | Sell |
4,463
-22
| -0.5% | -$2.1K | ﹤0.01% | 1316 |
|
|
2021
Q3 | $422K | Buy |
+4,485
| New | +$422K | ﹤0.01% | 1233 |
|