B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,382
| Closed | -$229K | – | 1257 |
|
|
2024
Q3 | $229K | Buy |
+2,382
| New | +$229K | 0.01% | 1078 |
|
|
2024
Q2 | – | Sell |
-3,412
| Closed | -$229K | – | 1554 |
|
|
2024
Q1 | $229K | Buy |
3,412
+751
| +28% | +$50.4K | 0.01% | 1191 |
|
|
2023
Q4 | $232K | Sell |
2,661
-751
| -22% | -$65.5K | 0.01% | 1181 |
|
|
2023
Q3 | $229K | Buy |
+3,412
| New | +$229K | 0.01% | 1191 |
|
|
2022
Q4 | – | Sell |
-2,640
| Closed | -$215K | – | 1570 |
|
|
2022
Q3 | $215K | Buy |
+2,640
| New | +$215K | 0.01% | 1190 |
|
|
2015
Q1 | – | Sell |
-196
| Closed | -$8 | – | 1605 |
|
|
2014
Q4 | $8 | Buy |
+196
| New | +$8 | ﹤0.01% | 2975 |
|