D.A. Davidson & Co’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 | $376K | Sell |
4,206
-117
| -3% | -$10.5K | ﹤0.01% | 1158 |
|
|
2025
Q1 | $412K | Sell |
4,323
-90
| -2% | -$8.57K | ﹤0.01% | 1102 |
|
|
2024
Q4 | $374K | Hold |
4,413
| – | – | ﹤0.01% | 1129 |
|
|
2024
Q3 | $391K | Buy |
4,413
+10
| +0.2% | +$886 | ﹤0.01% | 1101 |
|
|
2024
Q2 | $336K | Buy |
4,403
+285
| +7% | +$21.8K | ﹤0.01% | 1127 |
|
|
2024
Q1 | $308K | Sell |
4,118
-100
| -2% | -$7.47K | ﹤0.01% | 1168 |
|
|
2023
Q4 | $303K | Sell |
4,218
-50
| -1% | -$3.59K | ﹤0.01% | 1121 |
|
|
2023
Q3 | $315K | Sell |
4,268
-287
| -6% | -$21.2K | ﹤0.01% | 1069 |
|
|
2023
Q2 | $371K | Sell |
4,555
-143
| -3% | -$11.7K | ﹤0.01% | 1016 |
|
|
2023
Q1 | $372K | Sell |
4,698
-100
| -2% | -$7.93K | ﹤0.01% | 1000 |
|
|
2022
Q4 | $365K | Sell |
4,798
-550
| -10% | -$41.8K | ﹤0.01% | 965 |
|
|
2022
Q3 | $345K | Buy |
5,348
+879
| +20% | +$56.7K | ﹤0.01% | 950 |
|
|
2022
Q2 | $327K | Buy |
4,469
+37
| +0.8% | +$2.71K | ﹤0.01% | 971 |
|
|
2022
Q1 | $346K | Hold |
4,432
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q4 | $313K | Buy |
+4,432
| New | +$313K | ﹤0.01% | 1040 |
|
|
2021
Q3 | – | Sell |
-3,900
| Closed | -$320K | – | 1233 |
|
|
2021
Q2 | $320K | Buy |
3,900
+200
| +5% | +$16.4K | ﹤0.01% | 972 |
|
|
2021
Q1 | $301K | Buy |
3,700
+863
| +30% | +$70.2K | ﹤0.01% | 958 |
|
|
2020
Q4 | $227K | Hold |
2,837
| – | – | ﹤0.01% | 936 |
|
|
2020
Q3 | $212K | Hold |
2,837
| – | – | ﹤0.01% | 865 |
|
|
2020
Q2 | $208K | Sell |
2,837
-63
| -2% | -$4.62K | ﹤0.01% | 857 |
|
|
2020
Q1 | $220K | Hold |
2,900
| – | – | ﹤0.01% | 843 |
|
|
2019
Q4 | $261K | Buy |
+2,900
| New | +$261K | ﹤0.01% | 871 |
|
|
2017
Q3 | – | Sell |
-873
| Closed | -$74K | – | 1759 |
|
|
2017
Q2 | $74K | Sell |
873
-1,521
| -64% | -$129K | ﹤0.01% | 1379 |
|
|
2017
Q1 | $199K | Sell |
2,394
-1,565
| -40% | -$130K | ﹤0.01% | 939 |
|
|
2016
Q4 | $307K | Buy |
3,959
+100
| +3% | +$7.75K | 0.01% | 837 |
|
|
2016
Q3 | $293K | Buy |
3,859
+1,165
| +43% | +$88.5K | 0.01% | 805 |
|
|
2016
Q2 | $217K | Buy |
2,694
+301
| +13% | +$24.2K | 0.01% | 814 |
|
|
2016
Q1 | $178K | Buy |
2,393
+844
| +54% | +$62.8K | 0.01% | 886 |
|
|
2015
Q4 | $99K | Buy |
1,549
+357
| +30% | +$22.8K | ﹤0.01% | 1128 |
|
|
2015
Q3 | $76K | Buy |
1,192
+605
| +103% | +$38.6K | ﹤0.01% | 1209 |
|
|
2015
Q2 | $32K | Hold |
587
| – | – | ﹤0.01% | 1578 |
|
|
2015
Q1 | $36K | Sell |
587
-50
| -8% | -$3.07K | ﹤0.01% | 1526 |
|
|
2014
Q4 | $42K | Hold |
637
| – | – | ﹤0.01% | 1494 |
|
|
2014
Q3 | $34K | Buy |
637
+200
| +46% | +$10.7K | ﹤0.01% | 1548 |
|
|
2014
Q2 | $24K | Sell |
437
-150
| -26% | -$8.24K | ﹤0.01% | 1605 |
|
|
2014
Q1 | $31K | Buy |
587
+300
| +105% | +$15.8K | ﹤0.01% | 1535 |
|
|
2013
Q4 | $14K | Hold |
287
| – | – | ﹤0.01% | 1647 |
|
|
2013
Q3 | $14K | Sell |
287
-231
| -45% | -$11.3K | ﹤0.01% | 1401 |
|
|
2013
Q2 | $27K | Buy |
+518
| New | +$27K | ﹤0.01% | 1247 |
|