Forum Financial Management’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
3,348
+688
| +26% | +$76K | 0.01% | 542 |
|
|
2025
Q1 | $282K | Hold |
2,660
| – | – | ﹤0.01% | 621 |
|
|
2024
Q4 | $304K | Buy |
2,660
+433
| +19% | +$49.5K | 0.01% | 605 |
|
|
2024
Q3 | $218K | Buy |
+2,227
| New | +$218K | ﹤0.01% | 679 |
|
|
2022
Q2 | – | Sell |
-2,217
| Closed | -$204K | – | 634 |
|
|
2022
Q1 | $204K | Hold |
2,217
| – | – | 0.01% | 561 |
|
|
2021
Q4 | $212K | Buy |
+2,217
| New | +$212K | 0.01% | 591 |
|