Allworth Financial’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $154K | Buy |
1,533
+226
| +17% | +$21.8K | ﹤0.01% | 1565 |
|
|
2025
Q4 | $116K | Buy |
1,307
+404
| +45% | +$36.2K | ﹤0.01% | 1670 |
|
|
2025
Q3 | $81K | Sell |
903
-145
| -14% | -$13.1K | ﹤0.01% | 1793 |
|
|
2025
Q2 | $93.8K | Buy |
1,048
+268
| +34% | +$24.5K | ﹤0.01% | 1580 |
|
|
2025
Q1 | $73.7K | Buy |
780
+125
| +19% | +$11.2K | ﹤0.01% | 1379 |
|
|
2024
Q4 | $56.3K | Buy |
655
+365
| +126% | +$32.4K | ﹤0.01% | 1521 |
|
|
2024
Q3 | $25.7K | Sell |
290
-24
| -8% | -$2.05K | ﹤0.01% | 1751 |
|
|
2024
Q2 | $25.8K | Buy |
314
+48
| +18% | +$3.62K | ﹤0.01% | 1716 |
|
|
2024
Q1 | $19.9K | Buy |
266
+38
| +17% | +$2.68K | ﹤0.01% | 1777 |
|
|
2023
Q4 | $16.4K | Sell |
228
-17
| -7% | -$1.25K | ﹤0.01% | 1744 |
|
|
2023
Q3 | $18.1K | Sell |
245
-3
| -1% | -$238 | ﹤0.01% | 1591 |
|
|
2023
Q2 | $20.2K | Buy |
248
+7
| +3% | +$558 | ﹤0.01% | 1531 |
|
|
2023
Q1 | $19.1K | Sell |
241
-22
| -8% | -$1.66K | ﹤0.01% | 1477 |
|
|
2022
Q4 | $20K | Buy |
263
+191
| +265% | +$13.6K | ﹤0.01% | 1363 |
|
|
2022
Q3 | $5K | Buy |
72
+50
| +227% | +$3.68K | ﹤0.01% | 1889 |
|
|
2022
Q2 | $2K | Buy |
22
+15
| +214% | +$1.12K | ﹤0.01% | 2022 |
|
|
2022
Q1 | $1K | Buy |
+7
| New | +$501 | ﹤0.01% | 1989 |
|
|
2021
Q4 | – | Sell |
-158
| Closed | -$11K | – | 2080 |
|
|
2021
Q3 | $11K | Buy |
158
+58
| +58% | +$4.6K | ﹤0.01% | 1295 |
|
|
2021
Q2 | $8K | Buy |
+100
| New | +$8.46K | ﹤0.01% | 1107 |
|
|
2021
Q1 | – | Sell |
-75
| Closed | -$6K | – | 1596 |
|
|
2020
Q4 | $6K | Sell |
75
-101
| -57% | -$8.33K | ﹤0.01% | 950 |
|
|
2020
Q3 | $13K | Buy |
176
+76
| +76% | +$5.82K | ﹤0.01% | 656 |
|
|
2020
Q2 | $7K | Buy |
+100
| New | +$7.55K | ﹤0.01% | 803 |
|
|
2019
Q1 | – | Sell |
-1,205
| Closed | -$103K | – | 1019 |
|
|
2018
Q4 | $103K | Buy |
+1,205
| New | +$104K | 0.01% | 213 |
|
|
2018
Q2 | – | Sell |
-3
| Closed | – | – | 1003 |
|
|
2018
Q1 | $0 | Sell |
3
-2
| -40% | -$157 | ﹤0.01% | 859 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | +$441 | ﹤0.01% | 805 |
|
|
2015
Q4 | – | Sell |
-1,700
| Closed | -$109K | – | 652 |
|
|
2015
Q3 | $109K | Hold |
1,700
| – | – | 0.04% | 129 |
|
|
2015
Q2 | $97K | Hold |
1,700
| – | – | 0.03% | 147 |
|
|
2015
Q1 | $108K | Buy |
+1,700
| New | +$113K | 0.04% | 134 |
|
Other funds holding PNW
VCM
VPM
AIP
SCP
