Cary Street Partners Investment Advisory’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 | $2.54K | Sell |
23
-82
| -78% | -$9.05K | ﹤0.01% | 562 |
|
|
2025
Q1 | $11.1K | Buy |
105
+25
| +31% | +$2.65K | 0.01% | 479 |
|
|
2024
Q4 | $9.15K | Sell |
80
-10,534
| -99% | -$1.2M | 0.01% | 446 |
|
|
2024
Q3 | $1.04M | Sell |
10,614
-485
| -4% | -$47.5K | 0.04% | 361 |
|
|
2024
Q2 | $888K | Buy |
11,099
+7
| +0.1% | +$560 | 0.04% | 359 |
|
|
2024
Q1 | $953K | Hold |
11,092
| – | – | 0.04% | 347 |
|
|
2023
Q4 | $967K | Hold |
11,092
| – | – | 0.05% | 325 |
|
|
2023
Q3 | $744K | Buy |
11,092
+10
| +0.1% | +$670 | 0.04% | 347 |
|
|
2023
Q2 | $628K | Sell |
11,082
-55
| -0.5% | -$3.12K | 0.04% | 323 |
|
|
2023
Q1 | $614K | Hold |
11,137
| – | – | 0.04% | 305 |
|
|
2022
Q4 | $817K | Hold |
11,137
| – | – | 0.06% | 264 |
|
|
2022
Q3 | $903K | Buy |
11,137
+115
| +1% | +$9.32K | 0.07% | 232 |
|
|
2022
Q2 | $797K | Buy |
+11,022
| New | +$797K | 0.07% | 235 |
|
|
2021
Q1 | – | Sell |
-3,483
| Closed | -$224K | – | 395 |
|
|
2020
Q4 | $224K | Buy |
+3,483
| New | +$224K | 0.04% | 308 |
|