Diversified Trust’s Pinnacle Financial Partners Inc PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.66M | Sell |
54,144
-205
| -0.4% | -$19.1K | 0.09% | 134 |
|
|
2025
Q4 | $5.19M | Buy |
54,349
+137
| +0.3% | +$12.6K | 0.1% | 120 |
|
|
2025
Q3 | $5.08M | Sell |
54,212
-308
| -0.6% | -$30.7K | 0.1% | 111 |
|
|
2025
Q2 | $6.02M | Sell |
54,520
-76
| -0.1% | -$7.84K | 0.13% | 91 |
|
|
2025
Q1 | $5.79M | Sell |
54,596
-229
| -0.4% | -$26.2K | 0.14% | 86 |
|
|
2024
Q4 | $6.27M | Sell |
54,825
-18,499
| -25% | -$2.09M | 0.15% | 78 |
|
|
2024
Q3 | $7.18M | Sell |
73,324
-11,256
| -13% | -$1.04M | 0.18% | 68 |
|
|
2024
Q2 | $6.77M | Sell |
84,580
-342
| -0.4% | -$27.3K | 0.19% | 62 |
|
|
2024
Q1 | $7.29M | Sell |
84,922
-186
| -0.2% | -$15.6K | 0.22% | 61 |
|
|
2023
Q4 | $7.42M | Buy |
85,108
+4,524
| +6% | +$328K | 0.25% | 53 |
|
|
2023
Q3 | $5.4M | Buy |
80,584
+117
| +0.1% | +$7.89K | 0.2% | 63 |
|
|
2023
Q2 | $4.56M | Sell |
80,467
-219
| -0.3% | -$11.5K | 0.17% | 73 |
|
|
2023
Q1 | $4.45M | Sell |
80,686
-65
| -0.1% | -$4.56K | 0.17% | 75 |
|
|
2022
Q4 | $5.93M | Buy |
80,751
+45
| +0.1% | +$3.61K | 0.25% | 59 |
|
|
2022
Q3 | $6.54M | Buy |
80,706
+663
| +0.8% | +$53K | 0.3% | 41 |
|
|
2022
Q2 | $5.79M | Buy |
80,043
+55
| +0.1% | +$4.34K | 0.24% | 54 |
|
|
2022
Q1 | $7.37M | Hold |
79,988
| – | – | 0.26% | 51 |
|
|
2021
Q4 | $7.64M | Buy |
79,988
+75,865
| +1,840% | +$7.42M | 0.25% | 55 |
|
|
2021
Q3 | $388K | Hold |
4,123
| – | – | 0.01% | 490 |
|
|
2021
Q2 | $364K | Hold |
4,123
| – | – | 0.01% | 490 |
|
|
2021
Q1 | $366K | Hold |
4,123
| – | – | 0.01% | 477 |
|
|
2020
Q4 | $266K | Buy |
+4,123
| New | +$213K | 0.01% | 562 |
|
|
2019
Q4 | – | Sell |
-139,797
| Closed | -$7.93M | – | 465 |
|
|
2019
Q3 | $7.93M | Hold |
139,797
| – | – | 0.37% | 34 |
|
|
2019
Q2 | $8.04M | Hold |
139,797
| – | – | 0.38% | 31 |
|
|
2019
Q1 | $7.65M | Hold |
139,797
| – | – | 0.37% | 34 |
|
|
2018
Q4 | $6.45M | Hold |
139,797
| – | – | 0.36% | 34 |
|
|
2018
Q3 | $8.41M | Hold |
139,797
| – | – | 0.42% | 29 |
|
|
2018
Q2 | $8.58M | Hold |
139,797
| – | – | 0.55% | 26 |
|
|
2018
Q1 | $8.97M | Hold |
139,797
| – | – | 0.57% | 23 |
|
|
2017
Q4 | $9.27M | Hold |
139,797
| – | – | 0.57% | 23 |
|
|
2017
Q3 | $9.36M | Hold |
139,797
| – | – | 0.72% | 20 |
|
|
2017
Q2 | $8.78M | Hold |
139,797
| – | – | 0.71% | 19 |
|
|
2017
Q1 | $9.29M | Sell |
139,797
-6,944
| -5% | -$469K | 0.71% | 18 |
|
|
2016
Q4 | $10.2M | Sell |
146,741
-31,000
| -17% | -$1.87M | 0.86% | 18 |
|
|
2016
Q3 | $9.61M | Buy |
177,741
+172,743
| +3,456% | +$9.32M | 1.12% | 16 |
|
|
2016
Q2 | $244K | Hold |
4,998
| – | – | 0.03% | 326 |
|
|
2016
Q1 | $245K | Hold |
4,998
| – | – | 0.03% | 337 |
|
|
2015
Q4 | $257K | Hold |
4,998
| – | – | 0.03% | 346 |
|
|
2015
Q3 | $247K | Hold |
4,998
| – | – | 0.03% | 374 |
|
|
2015
Q2 | $272K | Hold |
4,998
| – | – | 0.03% | 394 |
|
|
2015
Q1 | $222K | Buy |
+4,998
| New | +$201K | 0.02% | 464 |
|
Other funds holding PNFP
VPM
VCM
