CAPTRUST Financial Advisors’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Sell |
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|
2025
Q1 | $71.5M | Buy |
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|
2024
Q4 | $62.8M | Buy |
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|
2024
Q3 | $64.9M | Buy |
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|
2024
Q2 | $55.1M | Sell |
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|
2024
Q1 | $53.8M | Buy |
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|
2023
Q4 | $54.1M | Buy |
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|
2023
Q3 | $47.5M | Sell |
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|
2023
Q2 | $52.9M | Buy |
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|
2023
Q1 | $51.3M | Buy |
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|
2022
Q4 | $48.2M | Buy |
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|
2022
Q3 | $10.3M | Buy |
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|
2022
Q2 | $11.6M | Buy |
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|
2022
Q1 | $11.6M | Buy |
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|
2021
Q4 | $6.47M | Buy |
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|
2021
Q3 | $2.5M | Buy |
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|
2021
Q2 | $444K | Buy |
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|
2021
Q1 | $393K | Buy |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $300K | Sell |
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|
2020
Q1 | $318K | Buy |
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|
2019
Q4 | $396K | Buy |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $210K | Buy |
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|
2019
Q1 | $96K | Buy |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $20K | Buy |
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|
2018
Q2 | $16K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $17K | Buy |
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