Capital Investment Advisors’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
Q2 | $5.55M | Sell |
62,046
-1,208
| -2% | -$108K | 0.1% | 135 |
|
2025
Q1 | $6.02M | Sell |
63,254
-933
| -1% | -$88.9K | 0.12% | 129 |
|
2024
Q4 | $5.44M | Sell |
64,187
-252
| -0.4% | -$21.4K | 0.11% | 136 |
|
2024
Q3 | $5.71M | Sell |
64,439
-1,808
| -3% | -$160K | 0.12% | 134 |
|
2024
Q2 | $5.06M | Sell |
66,247
-1,136
| -2% | -$86.8K | 0.11% | 134 |
|
2024
Q1 | $5.04M | Sell |
67,383
-318
| -0.5% | -$23.8K | 0.12% | 132 |
|
2023
Q4 | $4.86M | Sell |
67,701
-3,565
| -5% | -$256K | 0.12% | 127 |
|
2023
Q3 | $5.25M | Sell |
71,266
-1,363
| -2% | -$100K | 0.15% | 119 |
|
2023
Q2 | $5.92M | Buy |
72,629
+2,443
| +3% | +$199K | 0.18% | 99 |
|
2023
Q1 | $5.56M | Buy |
70,186
+3,326
| +5% | +$264K | 0.16% | 111 |
|
2022
Q4 | $5.08M | Buy |
66,860
+5,777
| +9% | +$439K | 0.15% | 119 |
|
2022
Q3 | $3.94M | Buy |
61,083
+9,413
| +18% | +$607K | 0.14% | 125 |
|
2022
Q2 | $3.78M | Buy |
51,670
+10,750
| +26% | +$786K | 0.13% | 129 |
|
2022
Q1 | $3.2M | Buy |
40,920
+5,657
| +16% | +$442K | 0.1% | 146 |
|
2021
Q4 | $2.49M | Sell |
35,263
-1,382
| -4% | -$97.5K | 0.08% | 167 |
|
2021
Q3 | $2.65M | Buy |
36,645
+6,765
| +23% | +$490K | 0.09% | 158 |
|
2021
Q2 | $2.45M | Buy |
29,880
+25,631
| +603% | +$2.1M | 0.08% | 168 |
|
2021
Q1 | $346K | Buy |
+4,249
| New | +$346K | 0.01% | 400 |
|
2020
Q1 | – | Sell |
-2,617
| Closed | -$235K | – | 509 |
|
2019
Q4 | $235K | Buy |
2,617
+2
| +0.1% | +$180 | 0.01% | 451 |
|
2019
Q3 | $254K | Sell |
2,615
-139
| -5% | -$13.5K | 0.01% | 422 |
|
2019
Q2 | $259K | Buy |
2,754
+3
| +0.1% | +$282 | 0.01% | 414 |
|
2019
Q1 | $263K | Sell |
2,751
-55
| -2% | -$5.26K | 0.02% | 408 |
|
2018
Q4 | $239K | Sell |
2,806
-114
| -4% | -$9.71K | 0.02% | 406 |
|
2018
Q3 | $231K | Sell |
2,920
-627
| -18% | -$49.6K | 0.01% | 437 |
|
2018
Q2 | $286K | Sell |
3,547
-322
| -8% | -$26K | 0.02% | 393 |
|
2018
Q1 | $309K | Buy |
3,869
+79
| +2% | +$6.31K | 0.02% | 386 |
|
2017
Q4 | $323K | Sell |
3,790
-127
| -3% | -$10.8K | 0.02% | 372 |
|
2017
Q3 | $331K | Sell |
3,917
-237
| -6% | -$20K | 0.02% | 357 |
|
2017
Q2 | $354K | Sell |
4,154
-756
| -15% | -$64.4K | 0.03% | 337 |
|
2017
Q1 | $409K | Sell |
4,910
-2,382
| -33% | -$198K | 0.03% | 311 |
|
2016
Q4 | $569K | Sell |
7,292
-20,377
| -74% | -$1.59M | 0.05% | 253 |
|
2016
Q3 | $2.1M | Buy |
27,669
+8,166
| +42% | +$621K | 0.19% | 117 |
|
2016
Q2 | $1.58M | Buy |
+19,503
| New | +$1.58M | 0.15% | 131 |
|