Geneos Wealth 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 | $30.6K | Sell |
277
-483
| -64% | -$53.3K | ﹤0.01% | 1822 |
|
|
2025
Q1 | $80.6K | Buy |
760
+562
| +284% | +$59.6K | ﹤0.01% | 1678 |
|
|
2024
Q4 | $22.6K | Hold |
198
| – | – | ﹤0.01% | 1672 |
|
|
2024
Q3 | $19.4K | Buy |
+198
| New | +$19.4K | ﹤0.01% | 1572 |
|
|
2024
Q2 | – | Sell |
-14
| Closed | -$1.2K | – | 2155 |
|
|
2024
Q1 | $1.2K | Buy |
+14
| New | +$1.2K | ﹤0.01% | 1983 |
|
|
2022
Q2 | – | Sell |
-246
| Closed | -$22K | – | 2735 |
|
|
2022
Q1 | $22K | Hold |
246
| – | – | ﹤0.01% | 1760 |
|
|
2021
Q4 | $23K | Sell |
246
-200
| -45% | -$18.7K | ﹤0.01% | 1821 |
|
|
2021
Q3 | $42K | Hold |
446
| – | – | ﹤0.01% | 1569 |
|
|
2021
Q2 | $39K | Hold |
446
| – | – | ﹤0.01% | 1603 |
|
|
2021
Q1 | $39K | Hold |
446
| – | – | ﹤0.01% | 1757 |
|
|
2020
Q4 | $41K | Hold |
446
| – | – | ﹤0.01% | 1553 |
|
|
2020
Q3 | $15K | Hold |
446
| – | – | ﹤0.01% | 1796 |
|
|
2020
Q2 | $17K | Hold |
446
| – | – | ﹤0.01% | 1695 |
|
|
2020
Q1 | $16K | Sell |
446
-1,586
| -78% | -$56.9K | ﹤0.01% | 1610 |
|
|
2019
Q4 | $129K | Sell |
2,032
-88
| -4% | -$5.59K | 0.01% | 851 |
|
|
2019
Q3 | $120K | Sell |
2,120
-49
| -2% | -$2.77K | 0.01% | 832 |
|
|
2019
Q2 | $124K | Sell |
2,169
-125
| -5% | -$7.15K | 0.01% | 830 |
|
|
2019
Q1 | $125K | Sell |
2,294
-345
| -13% | -$18.8K | 0.01% | 786 |
|
|
2018
Q4 | $121K | Sell |
2,639
-157
| -6% | -$7.2K | 0.01% | 774 |
|
|
2018
Q3 | $168K | Buy |
2,796
+2,350
| +527% | +$141K | 0.01% | 704 |
|
|
2018
Q2 | $27K | Hold |
446
| – | – | ﹤0.01% | 1333 |
|
|
2018
Q1 | $28K | Hold |
446
| – | – | ﹤0.01% | 1250 |
|
|
2017
Q4 | $29K | Sell |
446
-699
| -61% | -$45.5K | ﹤0.01% | 1247 |
|
|
2017
Q3 | $76K | Sell |
1,145
-104
| -8% | -$6.9K | 0.01% | 799 |
|
|
2017
Q2 | $78K | Buy |
+1,249
| New | +$78K | 0.01% | 766 |
|