Global Retirement Partners’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 | $155K | Buy |
+1,733
| New | +$155K | ﹤0.01% | 1214 |
|
|
2024
Q4 | $135K | Buy |
1,598
+156
| +11% | +$13.2K | ﹤0.01% | 1124 |
|
|
2024
Q3 | $128K | Sell |
1,442
-347
| -19% | -$30.7K | ﹤0.01% | 1112 |
|
|
2024
Q2 | $137K | Buy |
1,789
+6
| +0.3% | +$458 | ﹤0.01% | 1048 |
|
|
2024
Q1 | $133K | Sell |
1,783
-2
| -0.1% | -$149 | 0.01% | 956 |
|
|
2023
Q4 | $125K | Sell |
1,785
-34
| -2% | -$2.38K | 0.01% | 940 |
|
|
2023
Q3 | $130K | Sell |
1,819
-307
| -14% | -$22K | 0.01% | 838 |
|
|
2023
Q2 | $173K | Buy |
2,126
+5
| +0.2% | +$407 | 0.01% | 746 |
|
|
2023
Q1 | $166K | Buy |
2,121
+1,004
| +90% | +$78.7K | 0.01% | 737 |
|
|
2022
Q4 | $84.9K | Buy |
1,117
+626
| +127% | +$47.6K | 0.01% | 867 |
|
|
2022
Q3 | $33K | Sell |
491
-428
| -47% | -$28.8K | ﹤0.01% | 1174 |
|
|
2022
Q2 | $67K | Sell |
919
-41
| -4% | -$2.99K | 0.01% | 888 |
|
|
2022
Q1 | $74K | Buy |
+960
| New | +$74K | 0.01% | 854 |
|
|
2021
Q4 | – | Sell |
-824
| Closed | -$60K | – | 1373 |
|
|
2021
Q3 | $60K | Buy |
824
+77
| +10% | +$5.61K | 0.01% | 789 |
|
|
2021
Q2 | $61K | Buy |
747
+33
| +5% | +$2.7K | 0.01% | 778 |
|
|
2021
Q1 | $58K | Sell |
714
-261
| -27% | -$21.2K | 0.01% | 730 |
|
|
2020
Q4 | $78K | Sell |
975
-19
| -2% | -$1.52K | 0.01% | 592 |
|
|
2020
Q3 | $74K | Buy |
994
+151
| +18% | +$11.2K | 0.01% | 550 |
|
|
2020
Q2 | $62K | Buy |
843
+469
| +125% | +$34.5K | 0.01% | 589 |
|
|
2020
Q1 | $28K | Buy |
374
+15
| +4% | +$1.12K | 0.01% | 708 |
|
|
2019
Q4 | $32K | Sell |
359
-11
| -3% | -$981 | ﹤0.01% | 777 |
|
|
2019
Q3 | $36K | Sell |
370
-29
| -7% | -$2.82K | 0.01% | 707 |
|
|
2019
Q2 | $38K | Sell |
399
-9
| -2% | -$857 | 0.01% | 682 |
|
|
2019
Q1 | $39K | Sell |
408
-3
| -0.7% | -$287 | 0.01% | 610 |
|
|
2018
Q4 | $35K | Buy |
411
+173
| +73% | +$14.7K | 0.01% | 600 |
|
|
2018
Q3 | $19K | Buy |
238
+2
| +0.8% | +$160 | ﹤0.01% | 834 |
|
|
2018
Q2 | $19K | Sell |
236
-2
| -0.8% | -$161 | ﹤0.01% | 813 |
|
|
2018
Q1 | $19K | Buy |
238
+24
| +11% | +$1.92K | 0.01% | 782 |
|
|
2017
Q4 | $18K | Sell |
214
-28
| -12% | -$2.36K | ﹤0.01% | 752 |
|
|
2017
Q3 | $20K | Buy |
242
+18
| +8% | +$1.49K | 0.01% | 651 |
|
|
2017
Q2 | $19K | Buy |
224
+48
| +27% | +$4.07K | 0.01% | 619 |
|
|
2017
Q1 | $15K | Hold |
176
| – | – | 0.01% | 634 |
|
|
2016
Q4 | $14K | Buy |
+176
| New | +$14K | 0.01% | 607 |
|