Financial Counselors Inc’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 |
-202,409
| Closed | -$19.3M | – | 406 |
|
|
2025
Q1 | $19.3M | Sell |
202,409
-7,572
| -4% | -$721K | 0.29% | 88 |
|
|
2024
Q4 | $17.8M | Sell |
209,981
-1,539
| -0.7% | -$130K | 0.26% | 94 |
|
|
2024
Q3 | $18.7M | Buy |
211,520
+2,751
| +1% | +$244K | 0.28% | 93 |
|
|
2024
Q2 | $15.9M | Buy |
208,769
+20,384
| +11% | +$1.56M | 0.26% | 98 |
|
|
2024
Q1 | $14.1M | Buy |
188,385
+15,827
| +9% | +$1.18M | 0.24% | 106 |
|
|
2023
Q4 | $12.4M | Buy |
172,558
+47,035
| +37% | +$3.38M | 0.22% | 115 |
|
|
2023
Q3 | $9.25M | Buy |
125,523
+4,110
| +3% | +$303K | 0.18% | 130 |
|
|
2023
Q2 | $9.89M | Sell |
121,413
-716
| -0.6% | -$58.3K | 0.2% | 124 |
|
|
2023
Q1 | $9.68M | Buy |
122,129
+2,847
| +2% | +$226K | 0.21% | 123 |
|
|
2022
Q4 | $9.07M | Buy |
119,282
+295
| +0.2% | +$22.4K | 0.2% | 127 |
|
|
2022
Q3 | $7.68M | Buy |
118,987
+15,556
| +15% | +$1M | 0.19% | 134 |
|
|
2022
Q2 | $7.56M | Buy |
103,431
+10,957
| +12% | +$801K | 0.18% | 139 |
|
|
2022
Q1 | $7.22M | Buy |
92,474
+19,030
| +26% | +$1.49M | 0.15% | 148 |
|
|
2021
Q4 | $5.18M | Buy |
73,444
+10,052
| +16% | +$710K | 0.11% | 182 |
|
|
2021
Q3 | $4.59M | Buy |
63,392
+24,987
| +65% | +$1.81M | 0.1% | 193 |
|
|
2021
Q2 | $3.15M | Buy |
+38,405
| New | +$3.15M | 0.07% | 220 |
|