EverSource Wealth Advisors’s Pinnacle Financial Partners PNFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
18,730
+459
| +3% | +$50.7K | 0.09% | 161 |
|
|
2025
Q1 | $1.94M | Buy |
18,271
+275
| +2% | +$29.2K | 0.11% | 150 |
|
|
2024
Q4 | $2.06M | Buy |
17,996
+20
| +0.1% | +$2.29K | 0.12% | 143 |
|
|
2024
Q3 | $1.76M | Buy |
17,976
+100
| +0.6% | +$9.8K | 0.11% | 152 |
|
|
2024
Q2 | $1.72M | Buy |
17,876
+221
| +1% | +$21.3K | 0.11% | 147 |
|
|
2024
Q1 | $1.35M | Sell |
17,655
-552
| -3% | -$42.3K | 0.11% | 153 |
|
|
2023
Q4 | $1.59M | Sell |
18,207
-3,844
| -17% | -$335K | 0.15% | 133 |
|
|
2023
Q3 | $1.48M | Buy |
22,051
+507
| +2% | +$34K | 0.16% | 129 |
|
|
2023
Q2 | $1.22M | Buy |
21,544
+436
| +2% | +$24.7K | 0.13% | 142 |
|
|
2023
Q1 | $1.16M | Buy |
21,108
+6,404
| +44% | +$353K | 0.14% | 129 |
|
|
2022
Q4 | $1.08M | Buy |
14,704
+14,679
| +58,716% | +$1.08M | 0.16% | 114 |
|
|
2022
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1710 |
|
|
2022
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1544 |
|
|
2022
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 1563 |
|
|
2021
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1601 |
|