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BFSG LLC’s Pinnacle West Capital PNW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.21M Sell
35,925
-32
-0.1% -$2.86K 0.36% 91
2025
Q1
$3.42M Sell
35,957
-241
-0.7% -$23K 0.42% 85
2024
Q4
$3.07M Sell
36,198
-348
-1% -$29.5K 0.36% 96
2024
Q3
$3.24M Sell
36,546
-444
-1% -$39.3K 0.38% 86
2024
Q2
$2.83M Buy
36,990
+33,810
+1,063% +$2.58M 0.36% 88
2024
Q1
$238K Sell
3,180
-1,330
-29% -$99.4K 0.03% 221
2023
Q4
$324K Sell
4,510
-813
-15% -$58.4K 0.05% 191
2023
Q3
$392K Buy
5,323
+1,160
+28% +$85.4K 0.06% 178
2023
Q2
$339K Sell
4,163
-50
-1% -$4.07K 0.06% 190
2023
Q1
$334K Hold
4,213
0.06% 177
2022
Q4
$320K Sell
4,213
-35
-0.8% -$2.66K 0.06% 168
2022
Q3
$274K Sell
4,248
-140
-3% -$9.03K 0.06% 161
2022
Q2
$321K Sell
4,388
-110
-2% -$8.05K 0.06% 166
2022
Q1
$351K Sell
4,498
-4,375
-49% -$341K 0.06% 169
2021
Q4
$626K Sell
8,873
-94,135
-91% -$6.64M 0.09% 170
2021
Q3
$7.45M Sell
103,008
-839
-0.8% -$60.7K 1.14% 24
2021
Q2
$8.51M Buy
103,847
+2,549
+3% +$209K 1.53% 22
2021
Q1
$8.24M Sell
101,298
-1,097
-1% -$89.2K 1.34% 22
2020
Q4
$8.19M Buy
102,395
+320
+0.3% +$25.6K 1.36% 21
2020
Q3
$7.61M Buy
102,075
+82,460
+420% +$6.15M 1.42% 21
2020
Q2
$1.44M Buy
+19,615
New +$1.44M 0.31% 87