ERn Financial LLC’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 | – | Sell |
-32,273
| Closed | -$3.07M | – | 171 |
|
|
2025
Q1 | $3.07M | Buy |
32,273
+16,200
| +101% | +$1.54M | 0.49% | 49 |
|
|
2024
Q4 | $1.36M | Buy |
16,073
+3,257
| +25% | +$276K | 0.2% | 80 |
|
|
2024
Q3 | $1.14M | Buy |
12,816
+5
| +0% | +$443 | 0.17% | 89 |
|
|
2024
Q2 | $979K | Sell |
12,811
-5
| -0% | -$382 | 0.16% | 95 |
|
|
2024
Q1 | $958K | Buy |
12,816
+4,697
| +58% | +$351K | 0.17% | 95 |
|
|
2023
Q4 | $563K | Buy |
8,119
+1,351
| +20% | +$93.6K | 0.11% | 121 |
|
|
2023
Q3 | $499K | Sell |
6,768
-1,484
| -18% | -$109K | 0.11% | 121 |
|
|
2023
Q2 | $672K | Buy |
8,252
+2,836
| +52% | +$231K | 0.14% | 105 |
|
|
2023
Q1 | $429K | Hold |
5,416
| – | – | 0.09% | 129 |
|
|
2022
Q4 | $412K | Sell |
5,416
-119
| -2% | -$9.05K | 0.09% | 129 |
|
|
2022
Q3 | $357K | Buy |
5,535
+130
| +2% | +$8.39K | 0.09% | 131 |
|
|
2022
Q2 | $395K | Hold |
5,405
| – | – | 0.1% | 124 |
|
|
2022
Q1 | $422K | Buy |
5,405
+1,282
| +31% | +$100K | 0.09% | 120 |
|
|
2021
Q4 | $291K | Buy |
4,123
+348
| +9% | +$24.6K | 0.06% | 129 |
|
|
2021
Q3 | $273K | Buy |
+3,775
| New | +$273K | 0.07% | 117 |
|