Coldstream Capital Management’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 | $690K | Buy |
6,250
+9
| +0.1% | +$994 | 0.01% | 536 |
|
2025
Q1 | $662K | Buy |
6,241
+193
| +3% | +$20.5K | 0.01% | 496 |
|
2024
Q4 | $692K | Sell |
6,048
-523
| -8% | -$59.8K | 0.01% | 481 |
|
2024
Q3 | $646K | Buy |
6,571
+17
| +0.3% | +$1.67K | 0.01% | 521 |
|
2024
Q2 | $525K | Sell |
6,554
-4
| -0.1% | -$320 | 0.01% | 533 |
|
2024
Q1 | $563K | Buy |
6,558
+8
| +0.1% | +$687 | 0.01% | 510 |
|
2023
Q4 | $571K | Buy |
6,550
+1,067
| +19% | +$93.1K | 0.02% | 449 |
|
2023
Q3 | $368K | Sell |
5,483
-60
| -1% | -$4.02K | 0.01% | 539 |
|
2023
Q2 | $314K | Buy |
5,543
+8
| +0.1% | +$453 | 0.01% | 609 |
|
2023
Q1 | $305K | Buy |
5,535
+86
| +2% | +$4.74K | 0.01% | 617 |
|
2022
Q4 | $400K | Buy |
+5,449
| New | +$400K | 0.01% | 497 |
|
2022
Q2 | $416K | Buy |
5,752
+1,445
| +34% | +$105K | 0.02% | 456 |
|
2022
Q1 | $397K | Sell |
4,307
-1,226
| -22% | -$113K | 0.01% | 465 |
|
2021
Q4 | $528K | Buy |
+5,533
| New | +$528K | 0.02% | 408 |
|
2021
Q3 | – | Sell |
-3,746
| Closed | -$330K | – | 510 |
|
2021
Q2 | $330K | Hold |
3,746
| – | – | 0.01% | 366 |
|
2021
Q1 | $332K | Sell |
3,746
-30
| -0.8% | -$2.66K | 0.02% | 295 |
|
2020
Q4 | $243K | Buy |
+3,776
| New | +$243K | 0.01% | 339 |
|