Coldstream Capital Management’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
3,061
-107
| -3% | -$9.57K | ﹤0.01% | 931 |
|
|
2025
Q1 | $302K | Buy |
3,168
+126
| +4% | +$12K | 0.01% | 802 |
|
|
2024
Q4 | $258K | Sell |
3,042
-68
| -2% | -$5.76K | 0.01% | 900 |
|
|
2024
Q3 | $276K | Buy |
3,110
+299
| +11% | +$26.5K | 0.01% | 876 |
|
|
2024
Q2 | $215K | Buy |
+2,811
| New | +$215K | 0.01% | 914 |
|
|
2023
Q3 | – | Sell |
-2,653
| Closed | -$216K | – | 842 |
|
|
2023
Q2 | $216K | Buy |
+2,653
| New | +$216K | 0.01% | 765 |
|
|
2022
Q2 | $238K | Sell |
3,247
-697
| -18% | -$51.1K | 0.01% | 666 |
|
|
2022
Q1 | $308K | Buy |
3,944
+711
| +22% | +$55.5K | 0.01% | 559 |
|
|
2021
Q4 | $228K | Buy |
+3,233
| New | +$228K | 0.01% | 736 |
|