CapWealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

CapWealth Advisors’s Portfolio PNFP Stock Details PNFP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,329	Closed	-$969K	–	124
2025 Q3	$969K	Sell	10,329 -10,334	-50%	-$1.03M	0.07%	75
2025 Q2	$2.28M	Buy	20,663 +10,926	+112%	+$1.13M	0.23%	53
2025 Q1	$1.03M	Hold	9,737	–	–	0.11%	63
2024 Q4	$1.11M	Hold	9,737	–	–	0.12%	60
2024 Q3	$954K	Buy	+9,737	New	+$896K	0.1%	61
2024 Q1	–	Sell	-2,329	Closed	-$203K	–	104
2023 Q4	$203K	Buy	+2,329	New	+$169K	0.02%	97
2023 Q1	–	Sell	-3,385	Closed	-$248K	–	108
2022 Q4	$248K	Hold	3,385	–	–	0.03%	104
2022 Q3	$275K	Sell	3,385 -125	-4%	-$9.99K	0.04%	93
2022 Q2	$254K	Sell	3,510 -116	-3%	-$9.15K	0.03%	101
2022 Q1	$334K	Hold	3,626	–	–	0.03%	99
2021 Q4	$346K	Sell	3,626 -90	-2%	-$8.8K	0.04%	101
2021 Q3	$350K	Sell	3,716 -50	-1%	-$4.6K	0.04%	92
2021 Q2	$332K	Sell	3,766 -44	-1%	-$3.94K	0.04%	92
2021 Q1	$338K	Sell	3,810 -945	-20%	-$74.8K	0.04%	87
2020 Q4	$306K	Sell	4,755 -920	-16%	-$47.4K	0.04%	84
2020 Q3	$202K	Sell	5,675 -190	-3%	-$7.56K	0.03%	88
2020 Q2	$246K	Buy	5,865 +130	+2%	+$5.16K	0.03%	86
2020 Q1	$215K	Sell	5,735 -990	-15%	-$53.6K	0.04%	84
2019 Q4	$430K	Sell	6,725 -294	-4%	-$17.7K	0.05%	78
2019 Q3	$398K	Sell	7,019 -1,800	-20%	-$101K	0.05%	77
2019 Q2	$507K	Sell	8,819 -150	-2%	-$8.44K	0.07%	70
2019 Q1	$491K	Sell	8,969 -3,800	-30%	-$210K	0.08%	73
2018 Q4	$589K	Sell	12,769 -2,538	-17%	-$135K	0.1%	67
2018 Q3	$921K	Sell	15,307 -200	-1%	-$12.7K	0.15%	66
2018 Q2	$951K	Buy	15,507 +25	+0.2%	+$1.62K	0.17%	65
2018 Q1	$994K	Buy	15,482 +1	+0%	+$65	0.19%	61
2017 Q4	$1.03M	Sell	15,481 -2,572	-14%	-$171K	0.18%	66
2017 Q3	$1.21M	Buy	18,053 +1	+0%	+$63	0.23%	62
2017 Q2	$1.13M	Sell	18,052 -891	-5%	-$56.5K	0.23%	64
2017 Q1	$1.26M	Sell	18,943 -450	-2%	-$30.4K	0.26%	63
2016 Q4	$1.34M	Buy	19,393 +266	+1%	+$16.1K	0.29%	57
2016 Q3	$1.03M	Buy	19,127 +9,122	+91%	+$492K	0.25%	59
2016 Q2	$489K	Hold	10,005	–	–	0.12%	71
2016 Q1	$491K	Buy	10,005 +305	+3%	+$14.5K	0.12%	69
2015 Q4	$498K	Sell	9,700 -8,000	-45%	-$424K	0.12%	65
2015 Q3	$875K	Buy	17,700 +14,322	+424%	+$725K	0.22%	58
2015 Q2	$184K	Buy	3,378 +496	+17%	+$24.6K	0.04%	75
2015 Q1	$128K	Buy	+2,882	New	+$116K	0.03%	94
2014 Q4	–	Sell	-1,982	Closed	-$72K	–	227
2014 Q3	$72K	Buy	1,982 +678	+52%	+$24.9K	0.02%	119
2014 Q2	$51K	Sell	1,304 -100	-7%	-$3.59K	0.01%	138
2014 Q1	$53K	Hold	1,404	–	–	0.01%	128
2013 Q4	$46K	Sell	1,404 -221	-14%	-$6.97K	0.01%	146
2013 Q3	$48K	Hold	1,625	–	–	0.01%	150
2013 Q2	$42K	Buy	+1,625	New	+$40K	0.01%	159