Caprock 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 | $888K | Buy |
9,324
+3,813
| +69% | +$363K | 0.03% | 501 |
|
|
2024
Q4 | $467K | Buy |
5,511
+164
| +3% | +$13.9K | 0.02% | 641 |
|
|
2024
Q3 | $474K | Buy |
5,347
+110
| +2% | +$9.75K | 0.02% | 588 |
|
|
2024
Q2 | $400K | Buy |
5,237
+767
| +17% | +$58.6K | 0.02% | 606 |
|
|
2024
Q1 | $334K | Buy |
4,470
+504
| +13% | +$37.7K | 0.02% | 523 |
|
|
2023
Q4 | $285K | Buy |
3,966
+33
| +0.8% | +$2.37K | 0.02% | 547 |
|
|
2023
Q3 | $290K | Sell |
3,933
-3
| -0.1% | -$221 | 0.02% | 502 |
|
|
2023
Q2 | $321K | Buy |
3,936
+58
| +1% | +$4.73K | 0.02% | 481 |
|
|
2023
Q1 | $307K | Buy |
3,878
+66
| +2% | +$5.23K | 0.02% | 482 |
|
|
2022
Q4 | $290K | Buy |
+3,812
| New | +$290K | 0.03% | 409 |
|