Freedom Investment Management’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,479
| Closed | -$708K | – | 845 |
|
|
2024
Q1 | $708K | Sell |
9,479
-3,766
| -28% | -$281K | 0.06% | 342 |
|
|
2023
Q4 | $952K | Sell |
13,245
-3,800
| -22% | -$273K | 0.08% | 265 |
|
|
2023
Q3 | $1.26M | Sell |
17,045
-2,735
| -14% | -$202K | 0.15% | 157 |
|
|
2023
Q2 | $1.61M | Sell |
19,780
-1,902
| -9% | -$155K | 0.18% | 129 |
|
|
2023
Q1 | $1.72M | Buy |
+21,682
| New | +$1.72M | 0.19% | 133 |
|
|
2022
Q3 | – | Sell |
-3,374
| Closed | -$247K | – | 768 |
|
|
2022
Q2 | $247K | Buy |
+3,374
| New | +$247K | 0.03% | 633 |
|
|
2018
Q2 | – | Sell |
-4,060
| Closed | -$324K | – | 1085 |
|
|
2018
Q1 | $324K | Sell |
4,060
-1,577
| -28% | -$126K | 0.02% | 855 |
|
|
2017
Q4 | $480K | Buy |
5,637
+1,352
| +32% | +$115K | 0.02% | 647 |
|
|
2017
Q3 | $362K | Buy |
4,285
+357
| +9% | +$30.2K | 0.02% | 753 |
|
|
2017
Q2 | $334K | Buy |
3,928
+39
| +1% | +$3.32K | 0.02% | 739 |
|
|
2017
Q1 | $324K | Buy |
3,889
+327
| +9% | +$27.2K | 0.02% | 724 |
|
|
2016
Q4 | $278K | Sell |
3,562
-2,947
| -45% | -$230K | 0.02% | 729 |
|
|
2016
Q3 | $495K | Buy |
6,509
+2,589
| +66% | +$197K | 0.03% | 454 |
|
|
2016
Q2 | $318K | Buy |
3,920
+510
| +15% | +$41.4K | 0.02% | 569 |
|
|
2016
Q1 | $256K | Sell |
3,410
-1,721
| -34% | -$129K | 0.02% | 624 |
|
|
2015
Q4 | $331K | Buy |
+5,131
| New | +$331K | 0.03% | 525 |
|