Aptus Capital Advisors’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $303K | Buy |
2,741
+464
| +20% | +$51.2K | ﹤0.01% | 811 |
|
2025
Q1 | $241K | Buy |
2,277
+331
| +17% | +$35.1K | ﹤0.01% | 827 |
|
2024
Q4 | $223K | Buy |
+1,946
| New | +$223K | ﹤0.01% | 856 |
|
2024
Q2 | – | Sell |
-2,688
| Closed | -$231K | – | 1212 |
|
2024
Q1 | $231K | Hold |
2,688
| – | – | ﹤0.01% | 694 |
|
2023
Q4 | $234K | Buy |
+2,688
| New | +$234K | 0.01% | 511 |
|
2021
Q3 | – | Sell |
-2,506
| Closed | -$221K | – | 566 |
|
2021
Q2 | $221K | Sell |
2,506
-1,284
| -34% | -$113K | 0.01% | 327 |
|
2021
Q1 | $336K | Hold |
3,790
| – | – | 0.01% | 274 |
|
2020
Q4 | $244K | Buy |
+3,790
| New | +$244K | 0.01% | 266 |
|
2020
Q1 | – | Sell |
-3,672
| Closed | -$235K | – | 467 |
|
2019
Q4 | $235K | Hold |
3,672
| – | – | 0.02% | 281 |
|
2019
Q3 | $208K | Hold |
3,672
| – | – | 0.01% | 307 |
|
2019
Q2 | $211K | Hold |
3,672
| – | – | 0.03% | 301 |
|
2019
Q1 | $200K | Buy |
+3,672
| New | +$200K | 0.03% | 290 |
|