Charles Schwab’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 | $95.7M | Sell |
866,656
-20,366
| -2% | -$2.25M | 0.02% | 695 |
|
2025
Q1 | $94.1M | Sell |
887,022
-26,344
| -3% | -$2.79M | 0.02% | 681 |
|
2024
Q4 | $104M | Sell |
913,366
-6,722
| -0.7% | -$769K | 0.02% | 640 |
|
2024
Q3 | $90.1M | Buy |
920,088
+9,856
| +1% | +$966K | 0.02% | 719 |
|
2024
Q2 | $72.9M | Buy |
910,232
+11,251
| +1% | +$901K | 0.01% | 803 |
|
2024
Q1 | $77.2M | Buy |
898,981
+22,667
| +3% | +$1.95M | 0.02% | 741 |
|
2023
Q4 | $76.4M | Buy |
876,314
+33,355
| +4% | +$2.91M | 0.02% | 695 |
|
2023
Q3 | $56.5M | Buy |
842,959
+43,355
| +5% | +$2.91M | 0.02% | 800 |
|
2023
Q2 | $45.3M | Buy |
799,604
+26,913
| +3% | +$1.52M | 0.01% | 915 |
|
2023
Q1 | $42.6M | Buy |
772,691
+18,658
| +2% | +$1.03M | 0.01% | 940 |
|
2022
Q4 | $55.3M | Buy |
754,033
+27,323
| +4% | +$2.01M | 0.02% | 742 |
|
2022
Q3 | $58.9M | Buy |
726,710
+29,268
| +4% | +$2.37M | 0.02% | 668 |
|
2022
Q2 | $50.4M | Buy |
697,442
+14,852
| +2% | +$1.07M | 0.02% | 747 |
|
2022
Q1 | $62.9M | Buy |
682,590
+20,873
| +3% | +$1.92M | 0.02% | 733 |
|
2021
Q4 | $63.2M | Buy |
661,717
+12,094
| +2% | +$1.15M | 0.02% | 746 |
|
2021
Q3 | $61.1M | Buy |
649,623
+10,658
| +2% | +$1M | 0.02% | 735 |
|
2021
Q2 | $56.4M | Buy |
638,965
+12,708
| +2% | +$1.12M | 0.02% | 782 |
|
2021
Q1 | $55.5M | Buy |
626,257
+14,623
| +2% | +$1.3M | 0.02% | 756 |
|
2020
Q4 | $39.4M | Buy |
611,634
+13,563
| +2% | +$873K | 0.02% | 929 |
|
2020
Q3 | $21.3M | Buy |
598,071
+28,565
| +5% | +$1.02M | 0.01% | 1157 |
|
2020
Q2 | $23.9M | Buy |
569,506
+21,007
| +4% | +$882K | 0.01% | 1045 |
|
2020
Q1 | $20.6M | Buy |
548,499
+23,783
| +5% | +$893K | 0.01% | 992 |
|
2019
Q4 | $33.6M | Buy |
524,716
+19,570
| +4% | +$1.25M | 0.02% | 873 |
|
2019
Q3 | $28.7M | Buy |
505,146
+34,246
| +7% | +$1.94M | 0.02% | 922 |
|
2019
Q2 | $27.1M | Buy |
470,900
+18,372
| +4% | +$1.06M | 0.02% | 936 |
|
2019
Q1 | $24.8M | Buy |
452,528
+41,629
| +10% | +$2.28M | 0.02% | 974 |
|
2018
Q4 | $18.9M | Sell |
410,899
-475
| -0.1% | -$21.9K | 0.01% | 1025 |
|
2018
Q3 | $24.7M | Buy |
411,374
+25,940
| +7% | +$1.56M | 0.02% | 1006 |
|
2018
Q2 | $23.6M | Buy |
385,434
+26,324
| +7% | +$1.62M | 0.02% | 959 |
|
2018
Q1 | $23.1M | Buy |
359,110
+38,274
| +12% | +$2.46M | 0.02% | 907 |
|
2017
Q4 | $21.3M | Buy |
320,836
+20,866
| +7% | +$1.38M | 0.02% | 936 |
|
2017
Q3 | $20.1M | Buy |
299,970
+107,717
| +56% | +$7.21M | 0.02% | 925 |
|
2017
Q2 | $12.1M | Sell |
192,253
-1,880
| -1% | -$118K | 0.01% | 1217 |
|
2017
Q1 | $12.9M | Buy |
194,133
+23,193
| +14% | +$1.54M | 0.01% | 1127 |
|
2016
Q4 | $11.8M | Buy |
170,940
+14,414
| +9% | +$999K | 0.01% | 1135 |
|
2016
Q3 | $8.47M | Buy |
156,526
+23,934
| +18% | +$1.29M | 0.01% | 1283 |
|
2016
Q2 | $6.48M | Buy |
132,592
+16,706
| +14% | +$816K | 0.01% | 1387 |
|
2016
Q1 | $5.69M | Buy |
115,886
+894
| +0.8% | +$43.9K | 0.01% | 1436 |
|
2015
Q4 | $5.91M | Buy |
114,992
+8,511
| +8% | +$437K | 0.01% | 1397 |
|
2015
Q3 | $5.26M | Buy |
106,481
+4,152
| +4% | +$205K | 0.01% | 1430 |
|
2015
Q2 | $5.56M | Buy |
102,329
+3,105
| +3% | +$169K | 0.01% | 1474 |
|
2015
Q1 | $4.41M | Buy |
99,224
+4,569
| +5% | +$203K | 0.01% | 1588 |
|
2014
Q4 | $3.74M | Buy |
94,655
+3,108
| +3% | +$123K | 0.01% | 1653 |
|
2014
Q3 | $3.31M | Buy |
91,547
+1,937
| +2% | +$69.9K | 0.01% | 1673 |
|
2014
Q2 | $3.54M | Sell |
89,610
-23,220
| -21% | -$917K | 0.01% | 1644 |
|
2014
Q1 | $4.23M | Sell |
112,830
-2,213
| -2% | -$83K | 0.01% | 1467 |
|
2013
Q4 | $3.74M | Buy |
115,043
+325
| +0.3% | +$10.6K | 0.01% | 1493 |
|
2013
Q3 | $3.51M | Buy |
114,718
+3,980
| +4% | +$122K | 0.01% | 1457 |
|
2013
Q2 | $2.94M | Buy |
+110,738
| New | +$2.94M | 0.01% | 1475 |
|