Carolinas Wealth Consulting’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-78,194
| Closed | -$8.29M | – | 701 |
|
|
2025
Q1 | $8.29M | Sell |
78,194
-388
| -0.5% | -$41.1K | 1.78% | 14 |
|
|
2024
Q4 | $8.99M | Sell |
78,582
-2,936
| -4% | -$336K | 1.77% | 16 |
|
|
2024
Q3 | $7.99M | Sell |
81,518
-349
| -0.4% | -$34.2K | 1.45% | 19 |
|
|
2024
Q2 | $6.55M | Sell |
81,867
-5,318
| -6% | -$426K | 1.26% | 23 |
|
|
2024
Q1 | $7.49M | Buy |
87,185
+358
| +0.4% | +$30.7K | 1.48% | 18 |
|
|
2023
Q4 | $7.57M | Sell |
86,827
-14,937
| -15% | -$1.3M | 1.65% | 15 |
|
|
2023
Q3 | $6.34M | Sell |
101,764
-5,476
| -5% | -$341K | 1.58% | 16 |
|
|
2023
Q2 | $6.08M | Buy |
107,240
+9,759
| +10% | +$553K | 1.2% | 22 |
|
|
2023
Q1 | $5.38M | Buy |
97,481
+228
| +0.2% | +$12.6K | 1.14% | 22 |
|
|
2022
Q4 | $7.14M | Buy |
97,253
+9
| +0% | +$661 | 1.62% | 15 |
|
|
2022
Q3 | $7.89M | Sell |
97,244
-177
| -0.2% | -$14.4K | 1.99% | 13 |
|
|
2022
Q2 | $7.04M | Buy |
97,421
+10
| +0% | +$723 | 1.75% | 15 |
|
|
2022
Q1 | $8.97M | Buy |
97,411
+7
| +0% | +$645 | 1.98% | 14 |
|
|
2021
Q4 | $9.3M | Sell |
97,404
-111
| -0.1% | -$10.6K | 2.03% | 14 |
|
|
2021
Q3 | $9.17M | Sell |
97,515
-31,976
| -25% | -$3.01M | 2.14% | 15 |
|
|
2021
Q2 | $11.4M | Sell |
129,491
-194
| -0.1% | -$17.1K | 2.51% | 12 |
|
|
2021
Q1 | $11.5M | Sell |
129,685
-14,973
| -10% | -$1.33M | 2.8% | 12 |
|
|
2020
Q4 | $9.32M | Buy |
144,658
+6,736
| +5% | +$434K | 2.51% | 12 |
|
|
2020
Q3 | $4.91M | Buy |
137,922
+200
| +0.1% | +$7.12K | 1.65% | 19 |
|
|
2020
Q2 | $5.78M | Buy |
137,722
+199
| +0.1% | +$8.36K | 2.28% | 14 |
|
|
2020
Q1 | $5.16M | Buy |
+137,523
| New | +$5.16M | 2.79% | 10 |
|