Farther Finance Advisors’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 | $287K | Buy |
3,213
+498
| +18% | +$44.6K | 0.01% | 1211 |
|
2025
Q1 | $259K | Buy |
2,715
+919
| +51% | +$87.6K | 0.01% | 1112 |
|
2024
Q4 | $152K | Sell |
1,796
-1
| -0.1% | -$85 | 0.01% | 1117 |
|
2024
Q3 | $159K | Buy |
1,797
+966
| +116% | +$85.6K | 0.01% | 1091 |
|
2024
Q2 | $62.9K | Sell |
831
-82
| -9% | -$6.21K | ﹤0.01% | 1317 |
|
2024
Q1 | $67.6K | Buy |
913
+524
| +135% | +$38.8K | ﹤0.01% | 1079 |
|
2023
Q4 | $27.9K | Buy |
389
+16
| +4% | +$1.15K | ﹤0.01% | 1233 |
|
2023
Q3 | $27.5K | Buy |
373
+23
| +7% | +$1.7K | ﹤0.01% | 991 |
|
2023
Q2 | $28.5K | Sell |
350
-1
| -0.3% | -$81 | 0.01% | 879 |
|
2023
Q1 | $27.8K | Sell |
351
-7
| -2% | -$555 | 0.01% | 799 |
|
2022
Q4 | $27.2K | Buy |
+358
| New | +$27.2K | 0.01% | 639 |
|