Creative Planning’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 | $3M | Buy |
27,140
+5,079
| +23% | +$561K | ﹤0.01% | 1033 |
|
|
2025
Q1 | $2.34M | Buy |
22,061
+2,585
| +13% | +$274K | ﹤0.01% | 1082 |
|
|
2024
Q4 | $2.23M | Buy |
19,476
+766
| +4% | +$87.6K | ﹤0.01% | 1062 |
|
|
2024
Q3 | $1.83M | Buy |
18,710
+1,614
| +9% | +$158K | ﹤0.01% | 1110 |
|
|
2024
Q2 | $1.37M | Buy |
17,096
+1,097
| +7% | +$87.8K | ﹤0.01% | 1199 |
|
|
2024
Q1 | $1.37M | Buy |
15,999
+437
| +3% | +$37.5K | ﹤0.01% | 1140 |
|
|
2023
Q4 | $1.36M | Buy |
15,562
+3,047
| +24% | +$266K | ﹤0.01% | 1084 |
|
|
2023
Q3 | $839K | Buy |
12,515
+98
| +0.8% | +$6.57K | ﹤0.01% | 1254 |
|
|
2023
Q2 | $703K | Buy |
12,417
+4,905
| +65% | +$278K | ﹤0.01% | 1327 |
|
|
2023
Q1 | $414K | Buy |
7,512
+3,347
| +80% | +$185K | ﹤0.01% | 1587 |
|
|
2022
Q4 | $306K | Sell |
4,165
-632
| -13% | -$46.4K | ﹤0.01% | 1710 |
|
|
2022
Q3 | $389K | Buy |
4,797
+1,376
| +40% | +$112K | ﹤0.01% | 1480 |
|
|
2022
Q2 | $247K | Buy |
3,421
+42
| +1% | +$3.03K | ﹤0.01% | 1733 |
|
|
2022
Q1 | $311K | Buy |
3,379
+2
| +0.1% | +$184 | ﹤0.01% | 1618 |
|
|
2021
Q4 | $323K | Buy |
3,377
+35
| +1% | +$3.35K | ﹤0.01% | 1573 |
|
|
2021
Q3 | $314K | Buy |
3,342
+10
| +0.3% | +$940 | ﹤0.01% | 1562 |
|
|
2021
Q2 | $294K | Buy |
3,332
+374
| +13% | +$33K | ﹤0.01% | 1572 |
|
|
2021
Q1 | $262K | Buy |
+2,958
| New | +$262K | ﹤0.01% | 1851 |
|
|
2018
Q1 | – | Sell |
-3,375
| Closed | -$224K | – | 1952 |
|
|
2017
Q4 | $224K | Sell |
3,375
-80
| -2% | -$5.31K | ﹤0.01% | 1519 |
|
|
2017
Q3 | $231K | Buy |
3,455
+237
| +7% | +$15.8K | ﹤0.01% | 1487 |
|
|
2017
Q2 | $202K | Buy |
3,218
+1,611
| +100% | +$101K | ﹤0.01% | 1502 |
|
|
2017
Q1 | $107K | Buy |
+1,607
| New | +$107K | ﹤0.01% | 1894 |
|
|
2016
Q4 | – | Sell |
-25
| Closed | -$1K | – | 4553 |
|
|
2016
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 4254 |
|
|
2015
Q1 | – | Sell |
-446
| Closed | -$18K | – | 4186 |
|
|
2014
Q4 | $18K | Buy |
+446
| New | +$18K | ﹤0.01% | 2702 |
|
|
2014
Q3 | – | Sell |
-56
| Closed | -$2K | – | 3959 |
|
|
2014
Q2 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 3417 |
|