Bleakley Financial Group’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,351
| Closed | -$454K | – | 855 |
|
|
2024
Q4 | $454K | Buy |
5,351
+83
| +2% | +$7.04K | 0.01% | 652 |
|
|
2024
Q3 | $467K | Sell |
5,268
-5,446
| -51% | -$482K | 0.01% | 618 |
|
|
2024
Q2 | $818K | Sell |
10,714
-109
| -1% | -$8.33K | 0.02% | 464 |
|
|
2024
Q1 | $809K | Sell |
10,823
-789
| -7% | -$59K | 0.02% | 482 |
|
|
2023
Q4 | $834K | Sell |
11,612
-1,841
| -14% | -$132K | 0.03% | 444 |
|
|
2023
Q3 | $991K | Sell |
13,453
-929
| -6% | -$68.4K | 0.03% | 378 |
|
|
2023
Q2 | $1.17M | Buy |
14,382
+649
| +5% | +$52.9K | 0.04% | 372 |
|
|
2023
Q1 | $1.09M | Buy |
13,733
+3,818
| +39% | +$303K | 0.04% | 367 |
|
|
2022
Q4 | $754K | Buy |
+9,915
| New | +$754K | 0.03% | 443 |
|