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