Bragg Financial 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 | $603K | Sell |
5,461
-45
| -0.8% | -$4.97K | 0.02% | 249 |
|
|
2025
Q1 | $584K | Buy |
5,506
+1,282
| +30% | +$136K | 0.02% | 245 |
|
|
2024
Q4 | $483K | Hold |
4,224
| – | – | 0.02% | 261 |
|
|
2024
Q3 | $414K | Hold |
4,224
| – | – | 0.02% | 259 |
|
|
2024
Q2 | $338K | Sell |
4,224
-718
| -15% | -$57.5K | 0.02% | 269 |
|
|
2024
Q1 | $424K | Hold |
4,942
| – | – | 0.02% | 253 |
|
|
2023
Q4 | $431K | Sell |
4,942
-1,381
| -22% | -$120K | 0.02% | 250 |
|
|
2023
Q3 | $424K | Buy |
+6,323
| New | +$424K | 0.02% | 249 |
|
|
2023
Q1 | – | Sell |
-3,316
| Closed | -$243K | – | 319 |
|
|
2022
Q4 | $243K | Sell |
3,316
-172
| -5% | -$12.6K | 0.01% | 291 |
|
|
2022
Q3 | $283K | Hold |
3,488
| – | – | 0.02% | 262 |
|
|
2022
Q2 | $252K | Hold |
3,488
| – | – | 0.02% | 278 |
|
|
2022
Q1 | $321K | Sell |
3,488
-620
| -15% | -$57.1K | 0.02% | 275 |
|
|
2021
Q4 | $386K | Hold |
4,108
| – | – | 0.02% | 248 |
|
|
2021
Q3 | $386K | Hold |
4,108
| – | – | 0.02% | 248 |
|
|
2021
Q2 | $363K | Sell |
4,108
-100
| -2% | -$8.84K | 0.02% | 259 |
|
|
2021
Q1 | $373K | Sell |
4,208
-96
| -2% | -$8.51K | 0.03% | 240 |
|
|
2020
Q4 | $277K | Buy |
+4,304
| New | +$277K | 0.02% | 252 |
|
|
2020
Q3 | – | Sell |
-5,494
| Closed | -$231K | – | 274 |
|
|
2020
Q2 | $231K | Hold |
5,494
| – | – | 0.03% | 250 |
|
|
2020
Q1 | $206K | Sell |
5,494
-485
| -8% | -$18.2K | 0.03% | 243 |
|
|
2019
Q4 | $383K | Hold |
5,979
| – | – | 0.04% | 215 |
|
|
2019
Q3 | $339K | Hold |
5,979
| – | – | 0.04% | 222 |
|
|
2019
Q2 | $344K | Hold |
5,979
| – | – | 0.04% | 226 |
|
|
2019
Q1 | $327K | Sell |
5,979
-201
| -3% | -$11K | 0.04% | 221 |
|
|
2018
Q4 | $285K | Hold |
6,180
| – | – | 0.04% | 221 |
|
|
2018
Q3 | $372K | Sell |
6,180
-785
| -11% | -$47.3K | 0.05% | 211 |
|
|
2018
Q2 | $427K | Sell |
6,965
-223
| -3% | -$13.7K | 0.06% | 198 |
|
|
2018
Q1 | $461K | Hold |
7,188
| – | – | 0.07% | 198 |
|
|
2017
Q4 | $477K | Hold |
7,188
| – | – | 0.07% | 196 |
|
|
2017
Q3 | $481K | Hold |
7,188
| – | – | 0.07% | 194 |
|
|
2017
Q2 | $451K | Buy |
+7,188
| New | +$451K | 0.07% | 205 |
|