Capital Impact Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,230	Closed	-$552K	–	113
2023 Q3	$552K	Buy	8,230 +2,674	+48%	+$180K	0.92%	54
2023 Q2	$315K	Hold	5,556	–	–	0.35%	132
2023 Q1	$306K	Hold	5,556	–	–	0.38%	125
2022 Q4	$408K	Buy	5,556 +1,389	+33%	+$112K	0.4%	107
2022 Q3	$333K	Buy	4,167 +217	+5%	+$17.3K	0.33%	128
2022 Q2	$286K	Sell	3,950 -1,889	-32%	-$149K	0.26%	165
2022 Q1	$538K	Buy	+5,839	New	+$577K	0.39%	130
2021 Q4	–	Sell	-22,242	Closed	-$2.09M	–	133
2021 Q3	$2.09M	Hold	22,242	–	–	0.83%	56
2021 Q2	$1.96M	Sell	22,242 -21,121	-49%	-$1.89M	0.63%	71
2021 Q1	$3.85M	Buy	43,363 +15,369	+55%	+$1.22M	1.35%	26
2020 Q4	$1.8M	Hold	27,994	–	–	0.44%	88
2020 Q3	$996K	Hold	27,994	–	–	0.3%	102
2020 Q2	$1.18M	Sell	27,994 -9,361	-25%	-$371K	0.39%	99
2020 Q1	$1.4M	Buy	37,355 +1,905	+5%	+$103K	0.59%	82
2019 Q4	$2.27M	Hold	35,450	–	–	0.8%	49
2019 Q3	$2.01M	Buy	35,450 +4,733	+15%	+$265K	0.76%	57
2019 Q2	$1.74M	Buy	30,717 +1,269	+4%	+$71.4K	0.64%	83
2019 Q1	$1.35M	Hold	29,448	–	–	0.6%	96
2018 Q4	$1.35M	Hold	29,448	–	–	0.58%	99
2018 Q3	$1.78M	Buy	29,448 +3,019	+11%	+$191K	0.61%	86
2018 Q2	$1.64M	Buy	26,429 +2,743	+12%	+$178K	0.61%	100
2018 Q1	$1.52M	Buy	23,686 +5,160	+28%	+$337K	0.63%	76
2017 Q4	$1.23M	Hold	18,526	–	–	0.53%	102
2017 Q3	$1.24M	Buy	18,526 +1,553	+9%	+$97.9K	0.55%	105
2017 Q2	$1.07M	Sell	16,973 -6,502	-28%	-$412K	0.49%	110
2017 Q1	$1.56M	Buy	23,475 +4,375	+23%	+$295K	0.62%	79
2016 Q4	$1.32M	Hold	19,100	–	–	0.55%	43
2016 Q3	$1.03M	Hold	19,100	–	–	0.45%	94
2016 Q2	$933K	Hold	19,100	–	–	0.44%	101
2016 Q1	$937K	Buy	19,100 +3,700	+24%	+$176K	0.45%	93
2015 Q4	$791K	Buy	+15,400	New	+$816K	0.38%	109