CA
CapWealth Advisors’s Pinnacle Financial Partners PNFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
20,663
+10,926
| +112% | +$1.21M | 0.22% | 53 |
|
|
2025
Q1 | $1.03M | Hold |
9,737
| – | – | 0.11% | 62 |
|
|
2024
Q4 | $1.11M | Hold |
9,737
| – | – | 0.12% | 59 |
|
|
2024
Q3 | $954K | Buy |
+9,737
| New | +$954K | 0.1% | 60 |
|
|
2024
Q1 | – | Sell |
-2,329
| Closed | -$203K | – | 103 |
|
|
2023
Q4 | $203K | Buy |
+2,329
| New | +$203K | 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% | -$10.2K | 0.04% | 93 |
|
|
2022
Q2 | $254K | Sell |
3,510
-116
| -3% | -$8.39K | 0.03% | 101 |
|
|
2022
Q1 | $334K | Hold |
3,626
| – | – | 0.03% | 99 |
|
|
2021
Q4 | $346K | Sell |
3,626
-90
| -2% | -$8.59K | 0.04% | 101 |
|
|
2021
Q3 | $350K | Sell |
3,716
-50
| -1% | -$4.71K | 0.04% | 92 |
|
|
2021
Q2 | $332K | Sell |
3,766
-44
| -1% | -$3.88K | 0.04% | 92 |
|
|
2021
Q1 | $338K | Sell |
3,810
-945
| -20% | -$83.8K | 0.04% | 87 |
|
|
2020
Q4 | $306K | Sell |
4,755
-920
| -16% | -$59.2K | 0.04% | 84 |
|
|
2020
Q3 | $202K | Sell |
5,675
-190
| -3% | -$6.76K | 0.03% | 88 |
|
|
2020
Q2 | $246K | Buy |
5,865
+130
| +2% | +$5.45K | 0.03% | 86 |
|
|
2020
Q1 | $215K | Sell |
5,735
-990
| -15% | -$37.1K | 0.04% | 84 |
|
|
2019
Q4 | $430K | Sell |
6,725
-294
| -4% | -$18.8K | 0.05% | 78 |
|
|
2019
Q3 | $398K | Sell |
7,019
-1,800
| -20% | -$102K | 0.05% | 77 |
|
|
2019
Q2 | $507K | Sell |
8,819
-150
| -2% | -$8.62K | 0.07% | 70 |
|
|
2019
Q1 | $491K | Sell |
8,969
-3,800
| -30% | -$208K | 0.08% | 73 |
|
|
2018
Q4 | $589K | Sell |
12,769
-2,538
| -17% | -$117K | 0.1% | 67 |
|
|
2018
Q3 | $921K | Sell |
15,307
-200
| -1% | -$12K | 0.15% | 66 |
|
|
2018
Q2 | $951K | Buy |
15,507
+25
| +0.2% | +$1.53K | 0.17% | 65 |
|
|
2018
Q1 | $994K | Buy |
15,482
+1
| +0% | +$64 | 0.19% | 61 |
|
|
2017
Q4 | $1.03M | Sell |
15,481
-2,572
| -14% | -$170K | 0.18% | 66 |
|
|
2017
Q3 | $1.21M | Buy |
18,053
+1
| +0% | +$67 | 0.23% | 62 |
|
|
2017
Q2 | $1.13M | Sell |
18,052
-891
| -5% | -$56K | 0.23% | 64 |
|
|
2017
Q1 | $1.26M | Sell |
18,943
-450
| -2% | -$29.9K | 0.26% | 63 |
|
|
2016
Q4 | $1.34M | Buy |
19,393
+266
| +1% | +$18.4K | 0.29% | 57 |
|
|
2016
Q3 | $1.03M | Buy |
19,127
+9,122
| +91% | +$493K | 0.25% | 59 |
|
|
2016
Q2 | $489K | Hold |
10,005
| – | – | 0.12% | 71 |
|
|
2016
Q1 | $491K | Buy |
10,005
+305
| +3% | +$15K | 0.12% | 69 |
|
|
2015
Q4 | $498K | Sell |
9,700
-8,000
| -45% | -$411K | 0.12% | 65 |
|
|
2015
Q3 | $875K | Buy |
17,700
+14,322
| +424% | +$708K | 0.22% | 58 |
|
|
2015
Q2 | $184K | Buy |
3,378
+496
| +17% | +$27K | 0.04% | 75 |
|
|
2015
Q1 | $128K | Buy |
+2,882
| New | +$128K | 0.03% | 94 |
|
|
2014
Q4 | – | Sell |
-1,982
| Closed | -$72K | – | 228 |
|
|
2014
Q3 | $72K | Buy |
1,982
+678
| +52% | +$24.6K | 0.02% | 119 |
|
|
2014
Q2 | $51K | Sell |
1,304
-100
| -7% | -$3.91K | 0.01% | 138 |
|
|
2014
Q1 | $53K | Hold |
1,404
| – | – | 0.01% | 128 |
|
|
2013
Q4 | $46K | Sell |
1,404
-221
| -14% | -$7.24K | 0.01% | 146 |
|
|
2013
Q3 | $48K | Hold |
1,625
| – | – | 0.01% | 150 |
|
|
2013
Q2 | $42K | Buy |
+1,625
| New | +$42K | 0.01% | 159 |
|